Dr Brett Davies’ Thesis – Business Succession Planning

Business Succession Planning Quick links: Dr Brett Davies’ thesis – Click here Estate planning manual – Click here Business Succession Planning Question: Dear Dr Davies, I am a financial planner specialising in business risk. I was hoping that you...

Binding Financial Agreements – do not work. A waste of money.

Binding Financial Agreements (BFAs) are no longer worth the paper they are written on Legal Consolidated Barristers & Solicitors no longer prepares BFAs. To date, all Legal Consolidated BFAs have been upheld in the Family Court and other Courts. We have stopped...

SMSF Joint Tenants vs Tenants in Common

SMSF Joint Tenants vs Tenants in Common – Which is better? Question: SMSF Joint Tenants vs Tenants in Common is a common discussion. I agree that Joint Tenancy is generally dangerous because of the CGT regime as per your previous PRUDENCE (2nd Edition)...