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29/03/2016

Reversionary Pension to love child

Muriel’s husband died a few years ago. At 54 she fell in love again and was the oldest mother in her city. She called her love child […]
02/12/2015

Accountants’ Exemption – who advises on your Super fund now?

(The link to the original Accountants’ Exemption paper is here) Self-Managed Super Funds are big business – and still so after the Accountants’ Exemption The number of SMSFs […]
28/10/2015

How to get UK pensions into an Australian Super fund

Getting UK pensions into an Australian Self-Managed Super Fund Many of us have UK pensions. From 6 April 2015, the conditions that an Australian superannuation fund […]
22/10/2015

Dr Brett Davies’ Thesis – Business Succession Planning

Business Succession Planning Quick links: Dr Brett Davies’ thesis – Click here Business succession planning manual – Click here Estate planning manual – Click here Business Succession Planning Question: […]
21/10/2015

Binding Financial Agreements – legally binding?

Thank you for your interest in Binding Financial Agreements (BFAs). Legal Consolidated Barristers & Solicitors no longer does BFAs. To date, not one of our BFAs […]
19/10/2015

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 […]
19/10/2015

Court rewrites Will to save tax

Court rewrites Will to save tax Question: Our client is threatened by divorce. His dying dad is leaving everything to him. His dad has Alzheimer’s disease. […]
19/10/2015

Super binding nomination messed up 3 times

Super Binding Nomination wrong three times in Munro v Munro Mr Munro, a lawyer, loved his two daughters from his first marriage. As in Cinderella, his […]
19/10/2015

Joint tenancy is old fashioned and dangerous

  Joint tenancy is old fashioned and dangerous   QUESTION: Please explain why you don’t like assets being held as joint tenants? As an accountant, I […]
15/10/2015

Self Managed Super Fund – Think outside the box

Self Managed Super Funds – Think outside the box Checklist: 1. SMSF? 2. Worth under $6m (net business assets) or $2m turnover? 3. Interest in property to a maximum […]
15/10/2015

Estate Planning – New dangers

Estate Planning – new dangers When I started drafting Wills in the 1980s: 1. A lawyer had no obligations to the beneficiaries (only to the Will […]