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Everything from SuperCentral

Family trusts more important than ever

From SuperCentral

Family trusts have always been an important structure for business planning, tax planning and estate planning. This is mainly due to their tax efficiency, asset protection, flexibility and succession possibilities.

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12 Dec 2017

Issues to consider with $600k ‘Downsizer’ strategy

From SuperCentral

From 1 July 2018, the Federal Government is allowing ‘Downsizer contributions’ of up to $300,000 per individual who sells their eligible current or former family home after age 65. What are

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30 Nov 2017

ATO holds Liechtenstein foundation to be resident trust estate

From SuperCentral

A recent Private Binding Ruling issued by the ATO (PBR 1051209890341) has held that an entity established in Liechtenstein (a small county between Switzerland and Austria) as a Stiftung (aka Foundation) was

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26 Oct 2017

Estate equalisation by courts not so straightforward

From SuperCentral

In a 2015 court case a claim by the daughters of the deceased for an equal share of his estate was dismissed. It was taken that the daughters had been

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17 May 2017

Key issues in estate planning using trusts

From SuperCentral

A look at two important family trust issues that advisers may come across in establishing or managing the workings of a client’s estate planning using trusts. Issue #1: Who should

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21 Apr 2017

The Fair and Sustainable Superannuation amendments will soon be upon us… but what to do next?

From SuperCentral

Online legal documents provider, SUPERCentral, has produced a list of issues to consider and potentially action for superannuation clients by their accountants and advisers. The New Super Laws Checklist was

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22 Feb 2017

Loan vs Gift? – the right way to help out your kids

From SuperCentral

We all know that life’s pretty expensive living in Australia these days – especially if you have a hankering for buying residential real estate in a capital city. Plus, if

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07 Sep 2016

What happens when both members of a SMSF die at the same time?

From SuperCentral

It’s the call that every adviser dreads – the death of a client activates the estate planning toolkit of Will, Binding Death Benefit Nomination (“BDBN”) and reversionary nomination for SMSF

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01 Sep 2016

Every SMSF member needs to put into place an Enduring Power of Attorney

From SuperCentral

You may have seen coverage in the news of the Women and SMSFs report, jointly released by the CBA and the SMSF Association, indicating that more than half of SMSF

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16 Aug 2016

Witnessing of Binding Death Benefit Nominations: One, two or none? What’s the story morning glory?

From SuperCentral

Will all nominations lapse after 3 years? Must all nominations be witnessed by 2 independent witnesses (in the manner of a will)? The answers to these questions depends on whether

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01 Aug 2016

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