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 ...
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 episode of TaxLand with Fletch and Sarah, we welcome our very first special guest, Linda Tapiolas, who will join us on a journey through the issues you need to consider to get your trust resolutions right.
In this episode of TaxLand, Fletch Heinemann and Sarah Lancaster discuss tax issues for deceased estates and testamentary trusts, including the Commissioner’s discretion to tax testamentary trusts and deceased estates under section 99 rather than section 99A. Travel to TaxLand with us to learn more.
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!
In this edition of ‘It depends’, lawyer Nathan Rutherford talks about what the settlor of a trust is and who should act in that role.
Join us for a coffee chat with private client partners Linda Tapiolas and Scott Hay-Bartlem as we delve into Linda’s background, explore her life outside work, and discuss what gets her excited about her work in this candid conversation.
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.
In this edition of ‘It depends’, senior associate Keeghan Silcock talks about trust cloning and how it can be used.
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.