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Amendments and Variation processing times

Our legal tam is extremely busy reviewing a significant number of amendments and variations to try and finalise for members before they break for Christmas. Please allow around 3-4 days for processing these orders and note that the last day to order amendments and receive them before Christmas is Monday 16th December.

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Why do you review structures before creating documents?

Sometimes, we’re asked why our documents aren’t generated automatically, when there are a lot of online providers who offer an immediate document service. The reason is that once you have submitted an order to us, we will review your order to ensure the structure is legally sound, before creating the documents. Our members are appreciative that we take the time to review and check any issues with them, saving a potentially awkward situation with their clients.

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Services of Christmas

Our office will be closing 2pm on 24th December and reopening 27th December.

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BDBNs and reversionary beneficiary nominations - which take precedence?

Succession planning is obviously a very important element of being a member of a superannuation fund, as the benefits are basically expected to be paid to the member when they retire, or to their dependants should they pass away.

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NEW! Set up your company in CAS 360

When you register a company with us we can set up the company in your CAS 360 software without you needing to rekey the information. Simply authorise us in App Connect in your account and select Push to CAS 360 when registering the company. Once the company is registered, we will push the information to CAS 360 and send you an email link to the newly created company. We will create your company in full detail, saving you and your staff valuable time.

Push to CAS 360

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The importance of a quality trust deed

When setting up a discretionary trust it's important to have the right structure, but it is equally important to have the right trust deed. The trust deed outlines the responsibilities and powers of the trustee, who can benefit, the rights of the beneficiaries, and determines the way that income and capital can be distributed. It’s an important legal document setting out the rules of the trust and is vital to the ongoing administration of the trust.

Following is a list of some of the other features of our discretionary trust deed (the most popular form of trust product ordered by members). 

 

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Are trusts affected by the SA stamp duty surcharge for foreign purchasers of property?

South Australia now has a stamp duty surcharge for foreign purchasers of property … but it’s not as bad as we thought!

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Why it is Best to Change Trustees by Executing a Deed

A recent court case has put the manner of changing trustees in an SMSF in the spotlight and the following article outlines the views of our in-house legal team on the matter. We explore why it's best to change trustees via executing a deed and further, why it's important the deed be prepared by a qualified legal practitioner, as happens when you order an SMSF change of trustee online with us.

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A Partnership of Trusts or a Hybrid Trust

A Partnership of Trusts or a Hybrid Trust - which would be right for you?

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