Thought Leadership

From our Partners

May 8, 20233 min read

Why 99% of super Testamentary Trusts are highly taxed and why there is a better way!

It is a lawyer's "go to" advice to establish a testamentary trust("TT") on death of a member of a superannuation fund to hold their death...

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Apr 11, 20232 min read

What is a Notional Estate in NSW and how does it apply to clients with super

Introduction A notional estate is a concept specific to New South Wales (NSW) Family Provision claims in Australia. It refers to property...

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Apr 6, 20231 min read

What is Mental Capacity and why must you have it to sign a document

In Australia, mental capacity refers to a person's ability to understand the nature and effect of a legal document and the consequences...

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Apr 3, 20231 min read

SMSFs would be ruined

This range of superannuation changes are promoted by the Grattan Institute in its April 2023 Superannuation Report designed to improve...

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Mar 28, 20232 min read

Residential property as business real property for a SMSF related party transfer

1. Introduction This briefing paper aims to provide strategic guidance to the Trustee of a self-managed super fund (SMSF) that is...

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Dec 31, 20222 min read

How to of Testamentary Trusts

Determine your estate planning goals and objectives. Before creating a testamentary trust, it's important to understand your goals and...

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The Hidden Dangers of Large SMSFs: Why Bigger Isn’t Always Better

I was there on Day One for SMSFs or as they were called excluded super funds – all the way back on 1 July 1994. There were 70,000 on...

Introducing the "must have" Guardian - protecting the family at all times

A Guardian is a trusted individual or entity appointed to manage and protect the interests of vulnerable individuals who are unable to...

Understanding Debt Forgiveness in a Will: What You Need to Know

By Tony Anamourlis, Principal Abbott and Mourly Lawyers Introduction When managing a deceased estate, it's not uncommon to encounter...