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Take care to make sure your family trust update is effective

Take care to make sure your family trust update is effective

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

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

Discretionary Trusts for Dummies

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

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?

SMSF – Individual or company trustee?

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

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.

Superannuation planning: minimise tax, protect wealth, secure your family’s future

Superannuation planning: minimise tax, protect wealth, secure your family’s future

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

Superannuation is now an important part of all wealth-building and retirement strategies. We discuss the key issues that you should consider when setting up your superannuation strategy to make sure you and your family get the full benefit that superannuation can offer.

New South Wales Stamp Duty Concessions on Transfer of Property from a Member to a Self-Managed Superannuation Fund

New South Wales Stamp Duty Concessions on Transfer of Property from a Member to a Self-Managed Superannuation Fund

by ADLV Law Team | 6 - 320, 6 - Build and protect your wealth (including trusts)

In certain circumstances you can now transfer NSW real property to your super fund with only nominal stamp duty.

Trust Deed Review & Update Service

Trust Deed Review & Update Service

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

You can no longer put off giving your Trust Deed a proper tune-up. There are at least four key reasons why you simply must have your Trust Deed reviewed and updated – and brought up to a modern standard.

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