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Searching Content by Hayley Mitchell from Cooper Grace Ward ordered by Published Date Descending.
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Date
1
Super death benefits, estate administrators and conflicts: the war continues
There was a conflict between the roles of administrator of her late husband's estate and claimant of his death benefit.
Australia
22 Apr 2019
2
SMSF trustee death benefit payment decisions – have you done enough to protect your position?
This case demonstrates what not to do as a trustee (or as a trustee's advisor), when paying a death benefit from a SMSF.
Australia
18 Mar 2019
3
Key issue with TRIS pension requirements resolved by Parliament
A TRIS pension can now continue to reversionary beneficiaries even if they have not satisfied the conditions of release.
Australia
27 Feb 2019
4
Will your pension be reversionary if you cannot find the pension documents?
It is highly unlikely that a court would accept the pension as reversionary if the pension documents could not be found.
Australia
13 Sep 2018
5
Concerned about CGT when selling an inherited property? The ATO is here to help
ATO has the discretion to extend the period that beneficiaries are able to disregard any CGT implications beyond 2 years.
Australia
12 Sep 2018
6
Federal Court case supports ATO position on trust splitting - so what are my other options?
As trust splitting is likely to give rise to adverse tax consequences, it could be necessary to consider other options.
Australia
10 Sep 2018
7
Reversionary pensions and transfer balance caps
These new rules need a fundamental review of estate plans, where there are funds in superannuation, particularly SMSFs.
Australia
30 Aug 2018
8
Attorney can make a superannuation binding nomination on behalf of a member – confirmed by the Supreme Court of Queensland
Recent case provides clarity on the power of an attorney to make, renew or extend a BDBN on behalf of a member.
Australia
28 Aug 2018
9
Trust splitting: no longer an estate planning option?
Draft taxation determination 2018/D3 outlines the ATO view that a trust split potentially triggers CGT consequences.
Australia
10 Aug 2018
10
SMSF death benefit challenged – Supreme Court to decide validity of reversionary pension and binding death benefit nomination
The outcome of a recent case (where Cooper Grace Ward acted for the trustee) will have wide implications for SMSFs.
Australia
7 Aug 2018
11
Have you reviewed your estate planning after the 2016 Budget changes?
These 2016 Budget changes have quite significant implications on the effectiveness of a member's existing estate plan.
Australia
4 Aug 2018
12
Discretionary trusts: can you effectively pass on control when you die?
Recent case highlights the importance of a well drafted trust deed that facilitates the passing of control.
Australia
28 Mar 2018
13
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
14
Advisers beware: are your variations and changes of trustees effective?
All amendments to the trust must be properly documented, signed and dated and comply with the terms of the trust deed.
Australia
4 Sep 2017
15
Succession law update – new approach to treatment of de facto relationships in Queensland
The Succession Act 1981 (Qld) was amended to change the impact of de facto relationships on Wills and estate disputes.
Australia
10 Aug 2017
16
New succession planning grant available for primary producers in Queensland
The Government announced a Farm Management Grants Scheme for eligible primary producers and their children or relatives.
Australia
10 Aug 2017
17
Estate Planning Masterclass – The basics of Wills and Estate Administration
This paper highlights recurrent problems in estate administration, but more obscure as they are not immediately obvious.
Australia
30 Sep 2016
18
Essential tool for family business in primary production: extension of duty exemption
The Queensland Government has extended the duty exemption for transfers of assets used in a primary production property.
Australia
6 Jul 2016
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