Following last week’s post, where I mentioned that, particularly in New South Wales, it is often the case that trustees are expressly pr...

A recent post focused on trust splitting as a useful tool to improve the administration and management of a discretionary trust http...

The recent decision of Mercanti v. Mercanti [2015] WASC 297 again reinforces the mantra ‘read the deed’, which is a theme that...

Numerous previous posts have raised that the trustee of a discretionary trust must ensure that the intended recipient is in fact a ...

Previous posts have focused on the various key aspects in relation to trust distributions (see for example - http://blog.viewlegal...

As set out in earlier posts, and with thanks to the Television Education Network , today’s post addresses the issue of ‘Using discre...

As set out in many earlier posts, the Richstar case was decided in 2006, and yet, it continues to receive significant attention. Inter...

As set out in earlier posts, and with thanks to the Television Education Network, today’s post addresses the issue of ‘Impact of Richstar...

As set out in earlier posts, and with thanks to the Television Education Network , today’s post addresses the issue of ‘Is appointorship a...

As set out in earlier posts, and with thanks to the Television Education Network , today’s post addresses the issue of ‘What strategies ...

Two possible solutions. Following the recent post about conflict of interest provisions under an enduring power of attorney ( EPA ) a q...

Recent posts have looked at various aspects of the 'gift and loan back' strategy (see http://mwbmcr.blogspot.com.ar/2014/03/lea...

Confused about super deed variations? Last week we had an adviser, probably quite rightly, question us as to why a superannuation trus...

For those that do not otherwise have access to the Weekly Tax Bulletin , the article from last week is extracted below. Recent article...

For those that do not otherwise have access to the Weekly Tax Bulletin , the article from last week is extracted below. A recent art...

One issue that is coming up increasingly regularly is changing trustees of either family trusts or self managed superannuation funds...

As regular readers are aware, there have been numerous posts highlighting the importance of reading trust deeds and recently we had (yet...

  In the wash up of the passing of the financial year, an adviser contacted us last week with yet another reminder about the importance o...

As set out in earlier posts, and with thanks to the Television Education Network , today’s post addresses the issue of ‘What are the main...

As set out in earlier posts, and with thanks to the Television Education Network, today’s post addresses the issue of ‘What are the broad al...