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Solution Brief: Individual or Company Trustee? (SMSFs)

Solution Brief: Individual or Company Trustee? (SMSFs)

by ADLV Law Team | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief

We often get asked whether it is better to have a ‘company trustee’ or ‘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. In our view, the short...
Solution Brief: Why you need to update your SMSF Deed

Solution Brief: Why you need to update your SMSF Deed

by ADLV Law Team | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief

The Government just can’t help itself but tinker with super. Our courts then need to interpret what it all really means, so we know exactly what we can and can’t do. Put simply, super never stands still. But it remains worthwhile hanging in there, because you can...
Solution Brief: Super and your estate planning

Solution Brief: Super and your estate planning

by ADLV Law Team | 6 - Build and protect your wealth (including trusts), 8 - Pass on your wealth (including EP), Solution Brief

It’s official: super isn’t part of your estate.  A recent Federal Court Decision highlights the risk of failing to consider one of your biggest assets – your super – as part of your estate plan. The recent Federal Court Decision in Stock (as Executor of the Will of...
What happens when a trust ends? 

What happens when a trust ends? 

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

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...
​​Can your ex-partner claim some of your inheritance if you separate?​

​​Can your ex-partner claim some of your inheritance if you separate?​

by ADLV Law Team | 6 - 351, 6 - 374, 6 - 376, 6 - Build and protect your wealth (including trusts)

​​If you have received an inheritance either during the relationship or after the separation, you may be wondering how the Family Court will treat that inheritance – will it be quarantined from the asset pool or be included?​

Solution Brief: Binding Financial Agreements – What to expect

Solution Brief: Binding Financial Agreements – What to expect

by ADLV Law Team | 6 - 351, 6 - Build and protect your wealth (including trusts), Solution Brief

You’ve decided that a BFA is right for you. So what happens next?  Step 1: Instructions The first step is for you to find a lawyer to brief on the background of the matter and what you want to achieve from the Binding Financial Agreement (‘BFA’). Your...
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