Advisers need to adhere to the KYC (Know Your Client) mantra in light of a rash of court cases in ...
The implications of a lost trust deed can be disastrous because without it every trustee action or decision can be ...
Access to excepted trust income is only possible while the assets of the deceased are owned via the testamentary trust ...
SMSF trustees have to ensure funds are set up with a clear sole purpose or face the possibility of court ...
Most jurisdictions in Australia have a form of foreign purchaser surcharge duty and/or land tax. The specific legislative definitions, as ...
A recent ruling from the Victorian Court of Appeal highlights the importance of securing the safety of trust deeds.
Failing to keep your SMSF deed up to date can lead to the SMSF failing to optimise tax and contribution ...
A review from ASIC has highlighted areas where trustees need to improve, including life insurance provided to members.
According to Vanguard, strong weightings towards shares and cash in SMSFs may expose a need for greater asset diversification.