Private Client Services Archive

Beware the pitfalls of super fund borrowing

Borrowings by self-managed superannuation funds (SMSFs) to purchase investment properties and other assets have become increasingly popular since changes to the legislation. Here we take a look at the dangers and pitfalls if the purchase is not structured properly and offer tips for funds wanting to borrow to purchase real estate. The prohibition on SMSFs […]

Estate planning – wills & family trusts

Geoff and Janet are “baby boomers” who have accumulated substantial assets in their own names. They also have a family discretionary trust which holds two investment properties and a ski flat. The trust has a corporate trustee. They made their wills 20 years ago, leaving everything to each other and then to their three children […]