by ADLV Law Team | 6 - 288, 6 - Build and protect your wealth (including trusts)
There is not much in life that you can ‘set and forget’, including the trustee of your trust. In Australia, discretionary or family trusts are often used to hold investment assets or to operate small or medium businesses. They offer benefits in terms of asset...
by ADLV Law Team | 6 - 287, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - 267, 8 - Pass on your wealth (including EP)
We have said several times that super is not part of your estate – so you may be wondering why on earth superannuation is featuring as part of our EP FAQ series. There’s only one thing to do if you’re curious – read on! Why do I need to think...
by ADLV Law Team | 6 - 351, 6 - Build and protect your wealth (including trusts)
There are many reasons people entering a long term relationship may wish to agree beforehand about what happens to their wealth in the event the relationship doesn’t last. If, you entered into a prenuptial agreement with your partner in a jurisdiction outside of...
by ADLV Law Team | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
The trustee of your SMSF is all-powerful. The trustee decides how much money you can put in the fund, who else can join, how your money is invested, how much gets paid out to you and when, and finally who gets what’s left over when you die. This is why you are...
by ADLV Law Team | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super. People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than...
by ADLV Law Team | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
A guide to what your SMSF can, and cannot, invest in. Background Superannuation is an enforced saving scheme to move toward an overall scenario where Australian workers put aside a portion of their income so that they can self-fund their retirement, rather than...
