
It depends – Does my family discretionary trust need an appointor?
In this edition of It depends, partner Scott Hay-Bartlem discusses whether your family discretionary trust needs an appointor.

In this edition of It depends, partner Scott Hay-Bartlem discusses whether your family discretionary trust needs an appointor.

In this edition of It depends, partner Scott Hay-Bartlem discusses whether you should involve your kids in the control of your family discretionary trust.

In this edition of It depends, partner Scott Hay-Bartlem discusses what happens when the appointor in your family discretionary trust dies.

In this edition of It depends, senior associate Keeghan Silcock discusses whether your trust can access the land tax exemption.

In this edition of It depends, partner Clinton Jackson discusses the peculiarities of trust vesting.

In a significant boost to tax planning arrangements and intergenerational wealth management, Queensland trusts will be able to run for 125 years from 1 August 2025. This change, introduced under the Property Law Act 2023 (Qld), will increase the current maximum life of trusts (called the perpetuity period or vesting period) by 45 years to 125 years (up from the existing 80-year limit).

CGW has successfully acted in an application to the Supreme Court of NSW, with an SMSF trustee found to be justified in paying a death benefit despite compliance issues and breach of trust.

In this edition of It depends, associate Sacha Robinson talks about whether there is duty payable on a transfer of units in a unit trust.

In this edition of It depends, partner Scott Hay-Bartlem talks about whether your company is a special purpose superannuation trustee company.

In this edition of It depends, associate Sacha Robinson talks about what happens to the assets in your discretionary trust when you die.

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 dispels common myths surrounding trust distributions. His message: don’t limit your focus to tax matters this EOFY – there’s much more to consider!