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 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...
Tax Effective 3-Generation Testamentary Trust Mutual Wills $770 includes GST You are building two Tax Effective Mutual Wills. They each contain a 3-Generation Testamentary Trust. In the first instance, you leave everything to each other. After you both die, you leave...
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 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...
Removing Trustees and Members from your SMSF There are compelling reasons to share your Self-Managed Superannuation Fund (SMSF) with others, such as your spouse, children, in-laws, and business partners. Given that SMSFs can be costly to manage, distributing the...
