The family provision waiver explained

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Peter Townsend from Townsend Lawyers briefly explains how family provision waivers work. Often the waiver seeks to stop an ex-spouse trying to access more assets or actions. This is an

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Lost deeds can destroy a trust

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Trusts are most commonly established by a deed. Those deeds contain the terms or rules that control how the trust can be used, and the rights and duties the various

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Back-door benefits from super not permitted

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The rules relating to what a self-managed superannuation fund can and cannot invest in are complex and for the uninitiated appear confusing and alien. But there is a basic logic

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SUPERCentral releases new compliance technology platform

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For advisers and accountants the new compliance technology incorporates a large range of digitised wealth management documents needed to develop and manage client wealth strategies while also ensuring compliance remains

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New headaches for NSW property owned by SMSFs

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Amendments made last month to the NSW Duties Act could cause material headaches to super funds holding real estate in NSW. The only remedy for those headaches is good compliance

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Electronic signing of documents by companies

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Covid-19 has caused considerable stress and misery but every cloud has a silver lining and that lining in the case of covid-19 may be the speedy development of a regime

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Hands off! Getting money back from a trustee

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What happens when a trustee places the beneficiary’s money into their own account? Trustees are under a multitude of responsibilities when it comes to managing the trust. One particularly important

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Controlling commutation of a child pension

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Husband (H) and wife (W) are members of a self-managed superannuation fund, and as part of their estate planning, they want to direct the trustee of the fund to set

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Benefitting a non-dependant from your super

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A withdrawal and recontribution strategy could over time permit a member to transfer a material part of their superannuation to a non-dependant who would not ordinarily be entitled to receive

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Does a mistreated parent lead to loss of inheritance?

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Can a child treat his/her parent badly and still expect a share of the parent’s estate? The latest case highlights the answer. You don’t need to scour the bookshops for

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