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Solution Brief: Education Testamentary TrustsĀ 

Solution Brief: Education Testamentary TrustsĀ 

by ADLV Law Team | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the...
Solution Brief: Trust Wills

Solution Brief: Trust Wills

by ADLV Law Team | 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the...
Solution Brief: Why you need to think about Estate PlanningĀ 

Solution Brief: Why you need to think about Estate PlanningĀ 

by ADLV Law Team | 8 - 264, 8 - 265, 8 - 266, 8 - 267, 8 - 330, 8 - 339, 8 - 61, 8 - Pass on your wealth (including EP), Solution Brief

Your Estate Planning is not something to be taken lightly. Take a few minutes out to ask yourself the following important questions:Ā  Do you want to choose who benefits from your wealth, and when?Ā  Do you want to protect the wealth you give your children from unjust...
Solution Brief: Self-Managed Super Funds – Individual or Company Trustee?

Solution Brief: Self-Managed Super Funds – Individual or Company Trustee?

by ADLV Law Team | 6 - 287, 6 - Build and protect your wealth (including trusts), Solution Brief

We often get asked whether it is better to have a ā€˜company trustee’ or ā€˜individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super fund.Ā  In our view, the short...
Solution Brief: Four Key Things to Consider Before You Start Your Estate Planning

Solution Brief: Four Key Things to Consider Before You Start Your Estate Planning

by ADLV Law Team | 8 - 264, 8 - 265, 8 - 266, 8 - 267, 8 - 330, 8 - 339, 8 - 61, 8 - Pass on your wealth (including EP), Solution Brief

Estate planning basically involves working out what you have, deciding where you would like it to go, and then choosing people to make that happen.Ā 

Should I hold my family home in a trust?

Should I hold my family home in a trust?

by ADLV Law Team | 12 - 81, 12 - Manage your taxes, 4 - 25, 4 - Acquire, sell or shut down your business

It is well understood by savvy property investors that holding investment properties in a trust can offer the benefits of asset protection, estate planning and tax efficiency. The next question is whether these benefits extend to the family home. In other words, is it worth holding your family home in a trust?

Andreyev Lawyers second quarterly update 2023

Andreyev Lawyers second quarterly update 2023

by ADLV Law Team | Blog, Other stuff

It is hard to believe that a quarter has passed since we last shared a firm-wide update with you. The end of the last financial year came and went in a flash, and we are settling into the start of the new financial year with fresh minds and optimism about the year to...
Is it worth holding land in trusts in South Australia?

Is it worth holding land in trusts in South Australia?

by ADLV Law Team | 12 - Manage your taxes

Put simply, once an individual has aggregate land holdings of $2.5 million, they will benefit from using discretionary trusts in their structuring strategy.

Can I leave my holiday house to future generations?

Can I leave my holiday house to future generations?

by ADLV Law Team | 8 - 264, 8 - Pass on your wealth (including EP)

It is nice to imagine that your family will continue to enjoy your holiday home after you have gone so, how can you make sure this is a reality?

What happens if the executor of a Will is unable or unwilling to act?

What happens if the executor of a Will is unable or unwilling to act?

by ADLV Law Team | 9 - 65, 9 - Deal with a deceased estate (Administration)

​​If the executor of a Will has died, lost capacity or is unwilling to act, what steps can you take to get the administration of the estate moving?​

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