Binding Financial Agreements – The basics
A ‘Binding Financial Agreement’ is a way for couples to put in writing what they would like to happen to their property if their relationship breaks down, or if their relationship has already broken down and can avoid costly disputes.
How to keep control of your superannuation
If you are like most Australians, more and more of your family wealth is ending up in Super. Read about the 6 key things you need to know to ensure you keep control of this important asset.
Take care to make sure your family trust update is effective
Not all Trust Update Services are equal (or in some cases, even necessary…). Before you get your trust deed updated, make sure that it’s necessary and that the changes will achieve what they need to.
Discretionary Trusts for Dummies
A “Discretionary Trust” is a commonly used structure for holding investments and carrying on small to medium sized businesses. What are the advantages of using a Discretionary Trust?
SMSF – Individual or company trustee?
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.