SMSF’s and estate planning

Over the past 20 years or so, about $1.7 trillion has accumulated in superannuation funds across Australia. Only Denmark holds more per capita in super.  As a result, superannuation is often an individual’s largest asset, often surpassing the family home....

Present pain and future property

You do a lot of work with Samantha, a local accountant, so are not surprised when she calls to say she has a group of clients who are pooling their resources to buy a country property called ”Last Retreat” located not so far from the town in which you live...

Succession planning

Succession planning is the process of planning and documenting a client’s exit from a business when they either sell their interest, retire and transfer their interest to the next generation or cease to be involved in the business for other reasons such as...

Family law tax peril

You’ve been out of university for a few years working in a business law firm that also does a bit of family law now and then. Because of your interest in family law, you’ve had quite a bit to do with it in those few years and love the challenge of helping...

Where will your super end up after you die?

Compulsory superannuation commenced in the early 1990’s, introduced by the Keating government. From that time, employers had to pay super to employees. Tax concessions were attractive to allow any worker to also contribute to a super fund. Assets in super...