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Vital for Clients with Self Managed Superannuation Funds
It is important to ensure that everyone has a current Enduring Power of Attorney in place, particularly members of self-managed superannuation funds (SMSFs).
An...
18 August 2009
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Categorised In: Estate Planning
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Yesterday the Government announced relief from the minimum draw down percentages for account based pensions.
For the 2009 financial year there will be a 50% reduction in the minimum payment pensioners must take from...
19 February 2009
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Categorised In: Estate Planning
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On 4 December 2008, the Same-Sex Relationship (Equal Treatment in Commonwealth Laws - Superannuation) Act was passed.
The Act amends legislation relating to superannuation so that same-sex couples can fall within the...
12 February 2009
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Categorised In: Estate Planning
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Binding death benefit nominations are an integral part of many estate plans.
The ATO has released draft Self Managed Superannuation Funds Determination 2008/D1, which sets out its views on the ability of members of...
22 October 2008
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Categorised In: Estate Planning
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The recent Queensland Supreme Court case of Underwood v Underwood [2008] QSC 159 was decided in July this year.
The Facts
Peter Charles Underwood died in May 2006 aged 64. His estate had approximately $1,300,000 in...
26 September 2008
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Categorised In: Estate Planning