From 1 July 2016, the Queensland Government has extended the duty exemption for transfers of assets used in a primary production property.
Cooper Grace Ward and CGW Structures have been included in the survey for the SMSF Awards in the category of ‘SMSF Document Provider’.
The South Australian case of Brine v Carter [2015] SASC 205 is a warning to executors who wish to claim the deceased’s superannuation for themselves.
Recent changes to the tax legislation will require a purchaser to withhold and pay 10% of the purchase price to the ATO in certain circumstances.
Marriage and divorce change the operation of Wills, but until a decision of the Supreme Court of Western Australia in Blyth v Wilken in December 2015, ceasing a de facto relationship did not.
The recent Queensland case of Masci v Masci [2015] QCA 245 highlights the dangers of failing to seek proper advice about your estate planning.
On 25 March 2015, the Queensland Supreme Court in Munro v Munro [2015] QSC 61, handed down a decision in which a document that was expressed to be a ‘binding death benefit nomination’ (BDBN) was found to be invalid, allowing the trustees of the SMSF to distribute the deceased’s death
Scott Hay-Bartlem, partner in our commercial team, shares some insights into life at Cooper Grace Ward, his past experiences and predictions for the upcoming year.
The discretion of the trustee of a superannuation fund to choose the recipient of a death benefit is a core principle of estate planning, particularly where the benefits are in a self-managed superannuation fund.
An executor is a person appointed in someone’s Will to manage their affairs and carry out their wishes after they die.
It is common for people who control valuable structures and entities outside of their estate to make provision for their family through those entities when they die, as opposed to leaving gifts to them in their Will.
Although someone might be ‘eligible’ to bring a family provision claim, that alone does not guarantee success.
Cooper Grace Ward acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.
Fast, accurate and flexible entities including companies, self-managed superannuation funds and trusts.