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Monday, June 28, 2010

Should I act as an attorney for a client?

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A number of people contacted me following last week's post with questions in relation to the consequences of an accountant or financial ...
Monday, June 21, 2010

Further trust deed tips

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A few weeks ago (see the posting 'Trust deed tip'), I mentioned the trust where a number of variations had been implemented over the...
Tuesday, June 15, 2010

Corporate trustee duty (part 2)

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Last week, I mentioned the unique way in which the Queensland stamp duty rules can operate in relation to the transfer of shares in companie...
Thursday, June 3, 2010

Trust deed tip

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Again this last week, we have had some more issues arise in relation to family trusts. As is often the case, the issue from this week was id...
Wednesday, May 19, 2010

Testamentary trusts - is it ever too late?

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As you may recall from previous posts, there are significant advantages of utilising a testamentary discretionary trust (TDT) as part of an ...
Monday, May 10, 2010

Trust distributions 101 - Read the deed!

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Last week, an accountant and I caught up in relation to his review of trust distributions in previous years for a new client to his firm. Th...
Tuesday, May 4, 2010

Deeds of variation and stamp duty

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As I flagged in my last blog posting, we had a very difficult day recently – all triggered by a simple typo in the schedule to a trust deed....
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