Wednesday, January 15, 2020

View's Adviser Facilitated Estate Planning Platform 2020

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View’s online estate planning platform is in a constant state of beta testing aimed at providing advisers (and their customers) the best pos...
Tuesday, December 10, 2019

Always learning … Latest lesson: ‘Last Christmas’ ** by Wham is a break up song … Final Post for 2019 and Season's Greetings

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With the annual leave season starting in earnest over the next couple of weeks and many advisers taking either extended leave or alternat...
Tuesday, December 3, 2019

Division 149 - some genuine examples**

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Last week's post explored the framework around the application of Division 149 of the 1997 Tax Act to trust owned assets acquired bef...
Tuesday, November 26, 2019

Losing it** over losing it ... pre capital gains tax assets owned by trusts

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Division 149 of the 1997 Tax Act is an anti-avoidance provision aimed at preventing access to tax free disposals of assets otherwise as...
Tuesday, November 19, 2019

Post death super trusts; a fine time in a time of need **

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Previous posts have explored the approach to superannuation proceeds trusts (SPT) for infant beneficiaries by the Tax Office (see for exa...
Tuesday, November 12, 2019

Automatic** disqualification clauses for trustees and appointors

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With thanks to the Television Education Network, today’s post considers the above mentioned topic in a ‘ vidcast ’. As usual, an edited...
Tuesday, November 5, 2019

Seems like all that is ever wanted is (no) markings on wills**

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Following last week’s post concerning codicils, an adviser contacted me about why we were so pedantic concerning wills, for example, w...