by Rebecca james | Nov 17, 2016 | Blog
Most advisers have been in the situation where they are advising a client who is, or is on the brink, of insolvency and ultimately, is forced into bankruptcy. A key issue for clients in this situation is what assets are available to the trustee in bankruptcy and thus,...
by Rebecca james | Aug 26, 2016 | Blog
This article considers some of the current issues associated with structuring non-commutable pensionsthat are automatically reversionary to the member’s spouse on the member’s death.Case studyEric and his wife Jaye are considering their superannuation and estate...
by Rebecca james | May 12, 2016 | Blog
A method of implementing this strategy has been scrutinised by the Commissioner of Taxation in ATOID 2015/10: Superannuation – Self managed super fund: Life insurance – Buy sell agreement – financial assistance – sole purpose.This article considers the view of...
