Tuesday, July 27, 2021

(Quick) Succession** with super fund trusteeship on death

›
Recent posts have considered the various issues that can arise in relation to the payment of superannuation entitlements following death. Th...
Tuesday, July 20, 2021

What you need** with super death benefit planning

›
Last week’s post considered the case of Katz v Grossman . Earlier posts have considered the various types of superannuation death benefit no...
Tuesday, July 13, 2021

The Original (Sin)** and super death benefits - the Katz decision

›
Superannuation entitlements are regularly one of the most significant assets in any estate planning exercise. Critically however, superannu...
Tuesday, July 6, 2021

Trust renunciations and disclaimers – the changed (tax) position** for the beneficiary

›
Previous posts have looked at some of the key issues to be aware of in relation to renunciations and disclaimers by beneficiaries of a trust...
Friday, July 2, 2021

I like your old stuff better than your new stuff** - Tax Office shows its (previous) caring approach towards family trusts distributing to testamentary trusts

›
New (financial) year. More lock downs. And a reminder some things never change - for example, the Tax Office don’t like trusts. Previous pos...
Tuesday, June 29, 2021

Sometimes** Trust to trust distributions are not all good

›
With only one more sleep until another 30 June is upon us, it seemed timely to remember that all Australian jurisdictions except for South A...
Tuesday, June 22, 2021

Sometimes**, some of the other key questions concerning family trusts (part two)

›
Following recent posts, some of the additional questions considered by the court in Beeson v Spence in deciding the assets of a trust were ...