Can you keep your SMSF if you become non-resident?
What happens to my SMSF if I become a non-resident?
Binding Financial Agreements: What to Expect
You’ve decided that a Financial Agreement is right for you. So what happens next?
Special Disability Trust – Solution Brief
This Brief outlines the structure, use, eligibility requirements and benefits of Special Disability Trusts
Can the trustee of your discretionary ‘family’ trust make a distribution to itself?
The short answer is that it depends on whether the trustee first falls within the class of potential beneficiaries, and then whether the trustee is specifically excluded from benefiting.
Can you benefit from a trust you have made a gift to?
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...
What is a Special Disability Trust and why would you need one?
A Special Disability Trust (SDT) is a special type of trust that allows parents and immediate family members to plan for current and future needs of a person with severe disability. The trust can pay for reasonable care, accommodation and other discretionary needs of the beneficiary during their lifetime.