Shares and non-residents

Mary and Mark were both heavily involved in the share market and over the years generated a large share portfolio and bought several investment properties. They have come to you for legal advice often over the years and you have mentioned each time that they...

Trusts and hidden tax stings

This article was published in this month’s edition of the Law Society Journal of NSW. Many years ago Paul and Polly used a small inheritance to purchase their first pub. It was a lot of hard work but it succeeded and the business grew. At the same time...

The PPSR and rural purchases

The Personal Property Securities Register (PPSR) is a national electronic register whereby security interests can be registered over personal property. The register is primarily governed by the Personal Property Securities Act 2009 (Cth). Under the Act,...

When a delayed estate means tax stings await

You acted for Barry and Betty when they applied for probate of the will of their late mother Bertha. Barry is an investment banker and Betty a barrister – both with young children and both very busy. The will appointed Barry and Betty as executors and...