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Monday, May 30, 2011

2011 Federal Budget and deceased estates

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Three relatively obscure changes announced in the budget recently have important implications for those in the estate planning space, namel...
Monday, May 23, 2011

Unpaid present entitlement warning

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As those of you who sat through our webinars over the last few months in relation to unpaid present entitlements (UPEs) would know, there ca...
Monday, May 16, 2011

Business licences

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The combination of the Bamford decision and the Tax Office’s attitude in relation to unpaid present entitlements have meant that we have spe...
Monday, May 9, 2011

UPE deadline day rapidly approaching

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Over the last couple of weeks, we have seen a significant increase in the level of enquiry about the appropriate strategies to adopt for cli...
Tuesday, May 3, 2011

Keeping it simple with company set ups

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Following the last post, I had a question in relation to how the secretary position of the sole director company was resolved. Interestingly...
Thursday, April 14, 2011

Sole director companies – An estate planning tip

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During the week, due to a rather unfortunate set of circumstances, I was reminded of a very important provision under the Corporations Act. ...
Monday, April 11, 2011

Government review of trusts – the journey continues

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As most will know, the ongoing saga in relation to the taxation of trusts took another turn last week with Bill Shorten retracting his previ...
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