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.
In this edition of ‘It depends’, associate Sacha Robinson talks about when you should update your discretionary trust deed.
In this edition of ‘It depends’, lawyer Nathan Rutherford talks about whether you need to update your superannuation trust deed.
In this edition of ‘It depends’, partner Hayley Mitchell and associate Sarah Camm talk about trustee discretion: what decisions of trustees involve discretion and what happens when the trustee gets it wrong.
In this edition of ‘It depends’, associate Sacha Robinson talks about whether transfer duty is payable on the issue of additional units in a unit trust.
In this edition of ‘It depends’, lawyer Nathan Rutherford talks about child maintenance trusts and when to use them.
Changing the trustee of your family trust can trigger a range of issues – so many, in fact, that partner Scott Hay-Bartlem has produced a series of six ‘It Depends’ videos to cover the tricks and traps for advisers and their clients.