Do you have an unwanted Family Trust?

Current as of September 2016   A Trust is a relationship where the Trustee holds assets on behalf of beneficiaries. Sometimes the Trustee or the beneficiaries may want this relationship to end. For example, when the assets no longer exist, when the beneficiaries are old enough to look after their own assets, due to a family dispute, ill health, or … Read More

July 2016 Newsletter

          Current as of July 2016 [vc_row][vc_column width=”/3″] INTRODUCING OUR NEW SMART PHONE APP Our brand new Accounting and Tax app is live and ready to download on your smart phone. It has a series of tools to keep you organised throughout the year, some helpful calculators to assist you with your finances, up-to-date finance news, … Read More

Should your Family Trust have a Corporate Trustee or an Individual Trustee?

Current as of July 2016   Family Trusts can provide significant benefits for asset protection and tax minimisation, and as a result there has been significant growth in the number of Family Trusts. Family Trusts must have a Trustee. But should the Trustee be a company or an individual? This question is important for asset protection and succession planning. Under … Read More

Testamentary Trust – what is it and should I have one?

Current of a March 2016 A Testamentary Trust is a trust established under a Will and it only comes into operation after the death of the person who has made the will (the Willmaker). There are many factors to consider in deciding whether to set one up. Our article covers a few of these factors. The key factors to consider … Read More