Trusts: Understanding Appointors and Successor Appointors
Many trusts, including many SMSFs, do not have an Appointor or a Successor Appointor. In times of disagreement between beneficiaries and the trustee this might be a costly omission, particularly if the matter requires litigation to resolve it.
New Tax on Superannuation: Update on Proposed Changes
In Act 3 of William Shakespeare’s Hamlet, the protagonist is in a state of both grief and shock having discovered that his father has been murdered by his uncle. Lucky for Hamlet that he didn’t have the intricacies of superannuation and death benefits to contend with.
Death Benefit Nominations
In Act 3 of William Shakespeare’s Hamlet, the protagonist is in a state of both grief and shock having discovered that his father has been murdered by his uncle. Lucky for Hamlet that he didn’t have the intricacies of superannuation and death benefits to contend with.
Tax Planning – No longer a rush job in June
In this article we will explore some of these misconceptions and key failings of superannuation that we think everyone should be aware of.
When Superannuation Fails You
In this article we will explore some of these misconceptions and key failings of superannuation that we think everyone should be aware of.
Superannuation changes: For many 15% tax becomes 30%. The devil is in the detail
No government policy has been changed as frequently as superannuation. But what do these latest changes mean for your retirement?
What is Missing from Your Estate Plan?
This is Part One of a series exploring the serious conversations within wealth management: incapacity, estate planning, and deceased estates.