A recent Federal Court decision highlights the complexities surrounding de facto relationships when considering a person’s eligibility to receive superannuation death benefits.
In this edition of ‘It depends’, partners Scott Hay-Bartlem and Clinton Jackson talk about whether someone can access their superannuation because they have ‘retired’.
In this episode of SMSFs with CGW we’re talking about whether someone can access their superannuation because they have ‘retired’.
In this edition of It depends, partner Scott Hay-Bartlem talks about how we know whether a person has the mental capacity to make a binding death benefit nomination for their superannuation.
Van Camp v Bellahealth Pty Ltd is one of the first cases where a court has been asked to consider the standard of capacity required in the context of Binding Death Benefit Nominations.
In this edition of It depends, partner Scott Hay-Bartlem talks about whether your company is a special purpose superannuation trustee company.
We are excited to announce that Cooper Grace Ward has been awarded Best SMSF Documentation Provider at the 2024 Australian Wealth Management Awards (AWMA).
In this edition of ‘It depends’, partner Scott Hay-Bartlem talks about how many directors a private company needs to have.
In this edition of ‘It depends’, partner Scott Hay-Bartlem talks about whether your SMSF can make loans and how the answer differs depending on whether the borrower is related or unrelated.
In this edition of ‘It depends’, partners Scott Hay-Bartlem and Clinton Jackson talk about the proposed tax on super balances over $3 million, also known as the Div 296 tax. Scott and Clinton have recorded a podcast episode all about this topic – listen now on Spotify, Apple Podcasts, or the CGW website.
In the first episode of SMSFs with CGW, private clients partners Scott Hay-Bartlem and Clinton Jackson chat about the proposed tax on super balances over $3 million, also known as the Div 296 Tax.
In this edition of ‘It depends’, lawyer Steven Cawood talks about the difference between unit trusts and fixed trusts, when you might need a fixed unit trust and when you can amend a trust to make it a fixed trust.