A dummies guide to unit trusts
Not all unit trusts are created equally. Make sure you get the right unit trust to suit your purposes.
What happens in South Australia when an executor loses mental capacity?
What happens if the executor of an estate or trustee of a testamentary trust loses mental capacity?
When do you need to have your trust distributions minutes prepared by?
It’s almost 30 June. Have you done your trust distribution minutes?
Appointing an enduring attorney to look after your SMSF while you’re overseas
If you are heading overseas for an extended period of time, and have a SMSF, then you need to do some housekeeping before you leave.
Avoid Additional Stamp Duty in Victoria – Exclude Foreign Beneficiaries from Your Discretionary Trust
The Victorian State Revenue Office (SRO) has announced that from 1 March 2020 it has adopted a new approach in applying the ‘foreign purchaser additional duty’ (FPAD) provisions of the Duties Act 2000 (Vic) to discretionary trusts. Make sure you don’t get caught by this additional 8% of duty.
What is the best way to hold an investment property?
This is a big question. The answer is going to depend on a range of factors, but there are some general rules you can apply.