Getting The Power Of Appointment Right
Many Discretionary Trusts are set up by two spouses (“settlors”). They often appoint themselves as trustees along with an independent t...
20 Oct
Publications
20 Oct
Key Steps In Establishing An Asset Protection Programme Using A Family Trust
Objective of programme: Endeavor to protect against: relationship property/family protection claims
future re-introduc...
20 Oct
Trust Overview
Purpose of Family Trusts
The following comments relate generally to Discretionary Family Trusts. They are intended to be by way of int...
20 Oct
Abolition of Gift Duty and Your Trust
Gift duty is no longer payable for gifts made after 1 October 2011. As a consequence, the $27,000 per annum duty free gift limit will ...
20 Oct
Law Commission Review Of The Law Of Trusts
The Law Commission is currently undertaking a full-scale review of the law of Trusts. The review is a major undertaking and will take ...
20 Oct
Residential Care Subsidies
A Case For Life Interest Wills
It is becoming increasingly difficult to place yourself in a position of being entitled to a residentia...
20 Oct
What Is Your Level Of Capacity Today And What May It Be Tomorrow?
There was a time when the issue of whether or not someone had mental capacity related only to persons completing a Will. With our burge...
20 Oct
Planning To Meet Elder Care Needs
Most people realise the need for a Will to order their affairs. It is equally important to make arrangements for your affairs to be man...
20 Oct
Asset Rich Income Poor – What Can You Do?
Reverse Annuity Mortgages
Let us suppose that you own your own home worth $355,000 which is mortgage free and that your only income is...
19 Oct
Choosing A Retirement Village – What To Look For
Choosing A Retirement Village – What To Look For
Retirement or Lifestyle Village, which offers you more?
Many people are attracted to...