Thursday, March 27, 2014
Leading gift and loan back case
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Atia v Nusbaum: the leading case on gift and loan backs. Other posts have dealt with various aspects of gift and loan back arrangem...
Tuesday, March 18, 2014
Super deed variations and resettlements
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Confused about super deed variations? Last week we had an adviser, probably quite rightly, question us as to why a superannuation trus...
Tuesday, March 11, 2014
Double entrenching binding nominations
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'Binding' nominations may sometimes be removed. In a recent post, we touched on the importance of reviewing a trust d...
Tuesday, March 4, 2014
Death benefit nominations – read the deed
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Read the deed. Following on from recent posts concerning superannuation death benefit payments , I was reminded this week of the absolu...
Tuesday, February 25, 2014
Receipt of superannuation death benefits
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Following a recent post , I had a number of enquiries, and one particular adviser raised an issue with me which (as she flagged) is of...
Tuesday, February 18, 2014
Estate planning 101 with superannuation entitlements
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Last week, I was again reminded of the very strange way in which the superannuation laws currently operate concerning death benefits, an...
Tuesday, February 11, 2014
Digital assets on death
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The virtually limitless ability to create digital content has seen an increasing amount of media attention focused on ownership of conte...
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