Tuesday, May 26, 2020

Right by your side** - Commercial issues with trustees performing many roles

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As mentioned in last week's post, it is possible for the same company to act as trustee for a number of trusts. Such an arrangement...
Tuesday, May 19, 2020

Trustee companies and multiple plays**

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Previous posts have looked at various issues that arise in relation to trustee companies (let me know if you would like access to any of ...
Tuesday, May 12, 2020

No purging** Non-lapsing interposed entity elections

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Last week's post highlighted the fact that in a practical sense, interposed entity elections ( IEEs ) are very difficult to revoke. ...
Tuesday, May 5, 2020

Revoking an interposed entity (in the year of) election**

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Arguably one of the more complex areas in relation to family trusts relates to interposed entity elections (IEE). We have had a number ...
Tuesday, April 28, 2020

Mr Klaw (back)** - Cummins case and the bankruptcy clawback rules

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Today’s post considers the above-mentioned topic in a ‘ vidcast ’. As usual, an edited transcript of the presentation for those that c...
Tuesday, April 21, 2020

EPAs and SMSFs – Bit like Generals and Majors**

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Following recent posts about attorney appointments it is important to also remember the special rules that apply in relation to self-mana...
Wednesday, April 15, 2020

Who’s Zoomin’ who?** AKA when will AUS follow the Empire State of Mind** and allow estate planning documents to be witnessed via video?

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Confirmation that estate planning documents may now be witnessed remotely … in New York … While NSW has threatened to do the same in AU...