by ADLV Law Team | 8 - 61, 8 - Pass on your wealth (including EP)
More than ever, young people are relying on the ‘bank of Mum and Dad’ to get a leg-up. Whether it’s to break into the property market or utilise some initial capital to get their new business off the ground, we are seeing more and more of our clients give (and receive!) loans from their parents.
A question we get asked often by the ‘lender’ in this scenario is whether it is possible for a loan to be advanced without the lender receiving periodic interest repayments, and instead get a share of the ‘upside’ (gain) when the financed asset is sold.
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 | 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
This information sheet will help you execute a Binding Death Benefit Nomination (BDBN). A BDBN enables you to direct how you want your superannuation dealt with when you pass away. This is a general guide on certain legal aspects and is not a replacement for specific...
by ADLV Law Team | 6 - Build and protect your wealth (including trusts), 8 - Pass on your wealth (including EP), Solution Brief
It’s official: super isn’t part of your estate. A recent Federal Court Decision highlights the risk of failing to consider one of your biggest assets – your super – as part of your estate plan. The recent Federal Court Decision in Stock (as Executor of the Will of...
by ADLV Law Team | 8 - 264, 8 - 265, 8 - 339, 8 - Pass on your wealth (including EP), Solution Brief
How can a company execute a document if some or all of the directors and/or secretary are not available? There are many occasions where it is not possible for a director, directors, or a company secretary to be available to make decisions or execute documents to...
