Family Trust v Family Court As tax lawyers, Legal Consolidated structures clients’ affairs to legally reduce tax burdens. We are also asked to: consider asset protection if you or your business goes bankrupt or insolvent draft 3-Generation Testamentary Trust...
Capital Gains Tax on dead people’s jewellery – CGT death duty on a wedding ring Sometimes people put a Specific Gift in their Will. For example, ‘my wedding ring to my daughter’. The result? CGT death duty on that wedding ring. At death, your Will...
Asset protection is a philosophy and way of life Asset protection is a lifetime pursuit. Asset protection is an ongoing journey. If you are truly ready to start the journey your life changes. Everything you do is tested against the best practice of asset protection....
I want to run a business. What is the best business structure? These are the building blocks of a business structure: company – in trade in its own right company – as trustee of a family trust company – as trustee of a unit trust family trust...
At your death, your beneficiary’s inheritance is at risk from death taxes, Centrelink, bankruptcy and divorce. Working with your accountant and financial planner Estate Planning ensures that your estate goes to those you care about and not to the ATO and inlaws....
The ATO has just audited my new client’s Div 7A agreement. It did not go well. Many Div 7A Loan agreements are not ‘commercial’ and therefore not valid based on 4 common drafting errors: The Div 7A Loan must be signed as a ‘Deed’ not as an ‘agreement’....