What is a Statement of Wishes? Statement of Wishes (sometimes called Memorandum of Wishes or Letter of Wishes) is a non-binding document that provides guidance
Since the landmark decision in Kennon v Spry; Spry v Kennon [2008] HCA 56 incited fear that no assets could be distanced from the reach of the Family
There are many advantages when it comes to purchasing investment properties through family discretionary trusts, but one must consider the ins and outs of the
On 12 February 2020 Revenue NSW issued Revenue Ruling DUT 046 on the deceased estates concession in section 63 of the Duties Act 1997 (NSW)
Estate and Trust practitioners, together with accountants, will no doubt recall the hype and sheer panic in the market towards the end of 2019 caused
Introduction You want (or have been told) to create a trust. Do you know why? And if you know why, do you know how? If your
Introduction Even in divorce, a little tax planning can mean satisfying your child maintenance obligations tax-effectively. Who benefits? A Child Maintenance Trust offers tax benefits
Estate Planners will need to give careful consideration as to how to best handle the impact of the proposed amendments to the Duties Act 1997 &
There is currently a bill before the NSW parliament that deems all discretionary/family trusts to be ‘foreign persons’. The effect of this deeming is that
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