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Solution Brief: Education Testamentary Trusts 

Solution Brief: Education Testamentary Trusts 

by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts), Solution Brief

An Education Testamentary Trust can be set up through your Will to fund all or part of the cost of primary, secondary and/or tertiary education for your children or grandchildren (or other dependants or relatives).  How is it funded? In order to set up such a trust,...
Solution Brief: Self-Managed Super Funds – Individual or Company Trustee?

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

by Ico Ho | 6 - 287, 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...
How to Deal With A Dishonest Power of Attorney in NSW

How to Deal With A Dishonest Power of Attorney in NSW

by Ico Ho | 35 - 336, 35 - Manage and incentivise your team (employment law), 6 - 290, 6 - Build and protect your wealth (including trusts)

It is increasingly common practice to have a Power of Attorney drafted alongside your Will. Most people wish to ensure that, should they become incapacitated, someone whom they trust will be able to sign documents for them and make informed decisions about their...
What happens to the family pet when your relationship ends?

What happens to the family pet when your relationship ends?

by Ico Ho | 6 - 351, 6 - Build and protect your wealth (including trusts)

Whether you bought your pet with your partner or owned it before the relationship began, it’s difficult to agree to whom the pet should belong if your de facto relationship or marriage ends.

Are testamentary trusts still ‘tax effective’?

Are testamentary trusts still ‘tax effective’?

by Ico Ho | 6 - 288, 6 - Build and protect your wealth (including trusts)

Let’s get some perspective on this issue. What are the potential ‘tax benefits’ of including a testamentary trust in your Will? Further, what would happen if these ‘benefits’ were not available?

Presentation: PAFs – November 2022

Presentation: PAFs – November 2022

by Andreyev Lawyers | 14 - 88, 14 - Give back to the community (charity and NFP), 6 - 288, 6 - Build and protect your wealth (including trusts)

Please find below a copy of the slide deck for our presentation on Private Ancillary Funds in November 2022 For further information about the issues raised in this Seminar, please contact us on 1300 654 590 or by email. To download our slide deck, enter your email...
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