News : Trusts

BDBNs, Death benefits, Platforms, Trusts

NowInfinity shares deed death benefit priorities

NowInfinity trust deed

NowInfinity has provided more detail as to the significance of the changes made to its trust deed, including the priority of death benefits.

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BDBNs, Death benefits, Estate Planning, Trusts

NowInfinity enhances trust deed

NowInfinity trust deed death benefit

NowInfinity has collaborated with clients and industry experts to enhance the estate planning features contained in its trust deed.

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Compliance, SMSF, Trusts

Trust overpayment can be compliant

Unit trust distribution SMSF

Appropriate accounting treatment of an overpayment of a unit trust distribution to an SMSF can prevent the situation from being a compliance breach.

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Estate Planning, Trusts

Corporate trustee control crucial in death

SMSF corporate trustee shares

Determining the ownership of shares in an SMSF corporate trustee company when a member dies is critical to effective estate planning.

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Administration, Compliance, Regulation, SMSF, Trusts

Lost deeds undermine trust functions

Lost trust deed

A lost trust deed can bring into question the ability of trustees to carry out their duties and cast doubts over the operations of the trust.

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Compliance, SMSF, Trusts

Year end not trust payment deadline

SMSF trust distribution payment deadline

Trust distributions payable to SMSFs must be paid as soon as possible after the amount involved has been determined so as to eliminate compliance risk.

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BDBNs, Trusts

Death benefit protection imperative now

BDBN testamentary trust death benefit

The prevalence of legal claims against deceased estates is making death benefit measures such as BDBNs and testamentary trusts more critical for SMSF members.

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BDBNs, Estate Planning, SMSF, Trusts

SMSF testamentary trust released

SMSF testamentary trust

A new service has been launched to aid advisers and trustees in managing litigation risks in estate planning by combining a binding death benefit nomination with an SMSF testamentary trust.

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Property, SMSF, Trusts

Business property leases critical

Business real property leases

Advisers need to satisfy all elements involved when looking to comply with the in-house asset rules relating to commercial property.

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Trusts

Unit trust operation key factor

unit trust, SMSF

The workings of a unit trust rather than its ownership structure is the critical factor in determining whether it is a related-party unit trust.

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