Tuesday, June 28, 2022

Rooms for the memory** - she said v he said evidence in court proceedings

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Last week's post explored the case of Callus v KB Investments - [2020] VCC 135. The decision also provides a useful summary of the appro...
Tuesday, June 21, 2022

Do beneficiaries need to believe in love** when concerned about trustee distributions?

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Many previous posts have considered the overriding duty of trustees of trusts - and the fact that a trustee must exercise its discretion in ...
Tuesday, June 14, 2022

The Mirror (man)** test - trustee powers of investment

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Previous posts have considered various aspects of a trustee's powers. Given another 30 June is on the horizon, it is timely to remember ...
Tuesday, June 7, 2022

(Platinum) pension** planning

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In the lead up to (another) 30 June, it is worth remembering that up until the early 2000s, there were a number of planning opportunities av...
Tuesday, May 31, 2022

(my) spouse** and the family trust

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Previous posts have looked at various aspects of what a 'spouse' is, particularly for family law purposes. Often, however a definiti...
Tuesday, May 24, 2022

Hey!** It’s part III of the Ioppolo decision

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Las week’s post looked at the original Ioppolo decision. This post considers the subsequent appeal decision in Ioppolo & Hursford v Cont...
Tuesday, May 17, 2022

(Nothing) challenging** a trustee's decision

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Previous posts have considered the key aspects of the Ioppolo decision. One aspect of the decision, which is potentially very relevant for a...