Tuesday, September 30, 2014
What are superannuation proceeds trusts?
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Recently, an adviser contacted me in relation to an estate planning exercise they were assisting with. The lawyer advising the client ...
Tuesday, September 23, 2014
Cases that have considered Richstar
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As set out in many earlier posts, the Richstar case was decided in 2006, and yet, it continues to receive significant attention. Inter...
Tuesday, September 16, 2014
Future of TDTs Post Richstar
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As set out in earlier posts, and with thanks to the Television Education Network , today’s post addresses the issue of ‘Future of TD...
Tuesday, September 9, 2014
Important considerations when establishing a TDT
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As set out in earlier posts, and with thanks to the Television Education Network , today’s post addresses the issue of ‘ Important ...
Tuesday, September 2, 2014
Cascading testamentary trusts and stamp duty risks
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With thanks to co-director View Legal Patrick Ellwood, today’s post looks at an estate planning approach that is often raised, namely t...
Tuesday, August 26, 2014
Accessing disablement proceeds via superannuation
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T his week’s post addresses an issue recently raised with us by an adviser, focusing on the ability to access insurance proceeds from a ...
Tuesday, August 19, 2014
Age of entitlement
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Following last week's post some questions were raised about at what age a person can be entitled to receive benefits under a will. ...
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