Tuesday, May 26, 2026
Is it the end of the trust as we know it?**
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A critical aspect of every trust is the period for which a trust can last – often referred to as the perpetuity period or the vesting day of...
Tuesday, May 19, 2026
Sunny Afternoons - Counter-intuitive Tax Planning **
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We had an adviser recently wanting to explore having a client make distributions from a family trust directly to a superannuation fund. Hist...
Tuesday, May 12, 2026
Einstein’s prenup: … and holidays in Malibu**(?)
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Previous View posts have looked at various cases where a binding financial agreement (BFA) has been held to be ineffective. BFAs can be ente...
Tuesday, May 5, 2026
Oops! … I did it again**: amending existing agreements
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An issue that often arises is the desire to amend an existing agreement, with effect from a particular date – regularly that date will be on...
Tuesday, April 28, 2026
How does it feel** - when a deed of rectification causes a resettlement?
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Recently we revisited a Tax Office private ruling in relation to a decision by the trustee of a discretionary trust to rectify a trust deed ...
Tuesday, April 21, 2026
Have you got time to rectify?**
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Previous View posts have looked at various aspects of deeds of variation, and in particular, the critical need to 'read the deed' be...
Tuesday, April 14, 2026
Right by your side** - Key rules for when a prenup will fail
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Previous View posts have looked at various cases where a binding financial agreement (BFA) has been held to be ineffective. The case of Hou...
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