Estate Planning Archives - Brentnalls NSW

March 15, 2016
Estate Planning #5 of 5: Testamentary Trusts & Asset Protection

Testamentary Trusts are commonly utilised for their tax benefits and for controlling the distribution of funds to beneficiaries including minors and individuals who may be at risk or not capable of managing their financial affairs.

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February 9, 2016
Estate Planning #4 of 5: Forgotten Assets and Liability – Loans

Forgotten loans and other liabilities can cause considerable heartache if they are not afforded due consideration in your estate planning. In the absence of appropriate structuring, commercial loans may be ‘called’ by the lender and

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January 28, 2016
Estate Planning #3 of 5: Taxation – Death Benefits & CGT

No such thing as death duties in Australia? Ha! Death frequently results in a member’s balance needing to be paid out of the superannuation fund. When it’s paid to someone other than a financial dependant,

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November 18, 2015
Estate Planning #2 of 5: Your Super and your Will

It is commonly assumed that upon your passing, your superannuation will simply follow the other assets in your Will to form part of your estate, and that control of your superannuation will be assumed by

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November 4, 2015
Estate Planning #1 of 5: Obtaining family alignment

Earlier this year I suggested that your accountant is well-positioned to play the role of ‘cornerstone contact’ or central coordinator in your estate planning. The high level of interest from our readers has been the

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