Lost Family Trust Deed – can you replace it?

Lost Family Trust Deed – can I replace it? Is a lost family trust deed a bad situation? What is worse? losing your property Title Deeds; losing your Company Constitution, or losing your family trust Deed For a few thousand dollars and an advertisement, we can replace...

Art in SMSF – insurance & store in office premises

Art in SMSF is not a problem. However, every Self-Managed Super Fund, as part of its Investment Strategy and Product Disclosure Statement, must consider whether insurance on the fund’s assets is desirable or prudent. There is less than $500m of collectables...

Are Family Trusts replacing Self-Managed Super funds?

Are Family Trusts replacing Self-Managed Super funds? We are seeing a renewed interest from professionals for Family Trusts. Family Trusts built on our website have surged 38% in the last 12 weeks. Conversely, SMSFs have dropped by 23%. On speaking with professionals...

Charity v Son – Dad’s Will challenged

  Charity v Son – Dad’s Will challenged Dead Zopito Di Cesare left everything to charity. His son, Ivano Ferrante files a Supreme Court writ against the charities.  Usually, a son argues that he was not getting enough out of his Dad’s Will and asks the court to...

Stop Will challenges with a Considered Person Clause

  Who can challenge a Will with a considered person clause? Each state’s Family Provision Act sets out who can challenge a Will Courts are reluctant to interfere with your Will. However, legislation exists in all Australian States and Territories: New South...