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Searching Content indexed under Wealth Management by Cooper Grace Ward ordered by Published Date Descending.
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Date
1
Establishing a trust – unintended consequences when it goes wrong!
Whilst establishing a trust is simple, it is often not done properly.
Australia
21 Mar 2018
2
Downsizer superannuation contributions – what you need to know about the new contribution cap
Downsizer contributions provide an additional opportunity for people aged over 65 to make contributions to superannuation.
Australia
21 Feb 2018
3
Problems with Will challenges involving small estates
Challenges to wills are not usually refused except where there are minimal assets in the estate or disentitling conduct.
Australia
28 Feb 2012
4
Can you afford the costs of challenging a will?
Change in cost orders resulting from estate disputes arising from court decisions.
Australia
27 Jul 2011
5
ATO Targets Trusts In Tax Crackdown
"ATO Targets Trusts In Tax Crackdown" was the headline for the main story in the Australian Financial Review on Monday 18 May 2009.
Australia
26 May 2009
6
Prescribed Private Funds – Time is ticking......
A Prescribed Private Fund (PPF) is like a private charity – it is a trust which individuals or companies can control and to which they (and others) can make tax deductible gifts.
Australia
3 Apr 2009
7
Will your wishes be upheld?
The recent Queensland Supreme Court case of Underwood v Underwood [2008] QSC 159 was decided in July this year.
Australia
26 Sep 2008
8
Varying A Trust Deed How Hard Can It Be?
Discretionary trust deeds are designed to provide clients with maximum flexibility and most modern deeds give the trustee wide powers of variation.
Australia
12 Aug 2008
9
Who Will Decide How To Pay Your Superannuation When You Die?
Superannuation savings now comprise a major asset of many people, be they retirees or younger people saving for retirement, particularly if they hold life insurance in their superannuation fund.
Australia
7 Aug 2008
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