Taxation & Estate Planning Articles

Showing 1 to 10 of 81 articles:
Jennifer Brookhouse
JENNIFER BROOKHOUSE  |  WEDNESDAY, 25 MAR 2026
The accurate valuation of clients' assets is extremely important as it can impact their tax, social security and aged care outcomes. Read more
Raffael Maestri
RAFFAEL MAESTRI  |  FRIDAY, 31 OCT 2025
Trustees tasked with administering long-standing life estates frequently encounter the challenge of reconciling rigid testamentary language with evolving beneficiary needs, particularly where aged care and residential transitions are involved. Read more
Michael Saadie
MICHAEL SAADIE  |  FRIDAY, 24 OCT 2025
Across the business landscape, an evolution has begun. The traditional dream of building a business to pass down through generations is dissolving and being replaced by something more complex. Read more
Loredana Fyffe
LOREDANA FYFFE  |  FRIDAY, 29 AUG 2025
Giving is one of the most powerful ways Australians express their values - during their lives and in their Wills. Read more
Louise Meijer
LOUISE MEIJER , ANKIT SHARMA  |  FRIDAY, 13 JUN 2025
As we approach the end of the financial year, it is an opportunity to reflect on the year that was and consider actions that need to be undertaken prior to 30 June to maximise year-end tax planning opportunities. Read more
Michael Hallinan
MICHAEL HALLINAN  |  FRIDAY, 28 MAR 2025
A significant change has occurred in relation to market-linked pensions. These pensions can now be terminated with the consequence that the member account balance previously supporting the pension can be either cashed out, retained in the fund as an ... Read more
David Court
DAVID COURT  |  FRIDAY, 14 MAR 2025
The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more
Gerard Basha
GERARD BASHA  |  FRIDAY, 19 APR 2024
Superannuation legislation and many superannuation trust deeds permit a member of a super fund to sign a binding death benefit nomination (BDBN) in favour of their dependants or the legal personal representative of the member's estate. Read more
Chrisanthe Lekatis
CHRISANTHE LEKATIS  |  FRIDAY, 22 MAR 2024
Fringe benefits tax (FBT) is a tax payable by employers on certain benefits provided to employees. Read more
Natalie Comerford
NATALIE COMERFORD  |  FRIDAY, 15 MAR 2024
Couples often find themselves at a crossroads when contemplating what happens to their assets after they pass away, and deciding who would assume guardianship of their children. Read more
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