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News & Articles

22/01/2016

Beware of “Free Will” from the Public Trustee

Many people are lured into the Public Trustee (NSW Trustee and Guardian) drafting a Will for them for free. The Public Trustee does not charge for drafting a Will, if you are on full Centrelink Age …

[Read more...] about Beware of “Free Will” from the Public Trustee

22/10/2015

Are lump sum superannuation death benefits subject to tax?

What is a lump sum death benefit? A superannuation death benefit is a benefit paid to a dependant beneficiary from a superannuation fund after the member has died. This can be paid as either …

[Read more...] about Are lump sum superannuation death benefits subject to tax?

22/10/2015

Distribution of the Income of a Trust

Distribution of income of a trust raises issues for all tax lawyers and accountants alike. What is most important is to first assess the type of income, receipts, credits, discounts and notional …

[Read more...] about Distribution of the Income of a Trust

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