Private Client Services Publications
2010
February 2010
Tax Planning with "Hybrid Trusts"
The traditional discretionary style of trust has long been used by families as a sensible structure in which to hold and protect family assets as well as achieve tax planning benefits. In this bulletin we look at a particular style of "hybrid trust" which was recently considered by the Full Federal Court in the case of Forrest v Commissioner of Taxation.
February 2010
The myths about superannuation death benefit planning - Part 2
This is the second bulletin in our series abour superannuation death benefits in which we look at circumstances when a binding death benefit nomination may not be "binding" on the trustee of a superannuation fund.
2009
November 2009
The myths about superannuation death benefit planning - Part 1
In this bulletin we dispel a number of myths associated with superannuation and discuss the importance of planning for a superannuation benefit in the event of death.
February 2009
Protection vehicles in the current environment
The current economic downturn has, not surprisingly, caused a change in behaviour for many in our community in a range of different ways. The private client team at Bartier Perry has noticed a significant number of our clients looking to address or review issues associated with asset protection planning. In this Bulletin we review three asset protection structures.
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