Announcement: Autonomy First Lawyers is joining Southern Waters Legal Group

Announcement: Autonomy First Lawyers is joining Southern Waters Legal Group

We are pleased to announce that as of 1 July 2024, Autonomy First Lawyers will merge with Southern Waters Legal, an award-winning Sydney legal firm.
This merger represents an exciting opportunity to enhance the quality of our services while maintaining the same high standards of care and professionalism that you have come to expect from our team.

Superannuation Tax Strategies: an EOFY reminder

Superannuation Tax Strategies: an EOFY reminder

Equity Trustees have released the paper presented by Peter Bobbin in Sydney on 23rd May 2024 entitled Super Tax Death Strategies; Tax Scheme or Clever Planning? Peter’s paper is a timely reminder as we approach June 30 that superannuation withdrawal and contribution strategies are subject to both the sole purpose tests (plural) in Superannuation law as well as Part IVA of the Income Tax Assessment Act 1936 (ITAA).

It’s my Trust and I’ll do what I want to!

It’s my Trust and I’ll do what I want to!

Are you a trustee, or the director of a company that acts as a trustee, of a discretionary trust? If you are, do you actually know what you are doing?
If you are a trustee of a discretionary trust or the financial advisor of a trustee, it is important to know the limitations of your discretionary powers.