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Brett Davies Lawyers has moved

Brett Davies Lawyers has moved Since 1994, Brett Davies Lawyers has been at the Ground Floor, 201 Adelaide Terrace, Perth, WA. We have moved to Ground Floor, 39 Stirling Highway, Nedlands, WA. While I continue to own the business name 'Brett Davies Lawyers' I have decided to practice under 'Legal Consolidated Barristers […]

Lawyer Will storage like Fort Knox – at Brett Davies Lawyers & Legal Consolidated

You spend a lot of time building a Will with Brett Davies Lawyers and Legal Consolidated Barristers & Solicitors. Don't let storing your Wills and Power of Attorney be a haphazard affair. We have, like Fort Knox legal and fireproof safes to store our client's Wills and Power of Attorney.   […]

Unit Trusts lasting 80 years extend longer? How many Unit Holders is allowable?

What is a Unit Trust? A Unit Trust is very similar to a company. Each Unit gives an exact value of interest in the Trust’s assets. Say there are two units. If you own one unit, you own 50% of the Trust’s assets. If you own 1,000 in 10,000 units, […]

99.6% of Super Funds in Australia are SMSFs – SMSF statistics

2014-15 SMSF statistics - 1/3rd of Australia's Super is in SMSF Legal Consolidated Barristers & Solicitors and the ATO releases this year's SMSF Statistics. 1. What is the percentage of SMSF accounts of all Super Funds? 99.6% of funds in Australia are SMSF funds 2. Of the $2.1 trillion in […]

Reversionary Pensions

Reversionary Pensions from dead husband - do they count towards your $1.6m pension? Reversionary pensions allow your spouse's super to remain in super after they die - but there are problems. You can have more than $1.6m in your Superannuation fund. However, your pension is limited to $1.6M: Division 294 ITAA 97 […]

SMSF vs 3-Generation Testamentary Trust

  SMSF vs Testamentary Trust 'No longer is Super a tax haven or an Estate Planning tool - it is only for your retirement.' Canberra speaks Super 'loop-holes' closed On 1 July 2016, the Liberals successfully passed legislation to make it harder to get wealth into Super - and then […]

Old family trust deeds – 6 problems

  Revamping old Family Trust Deeds 6 Problems with old Family Trust Deeds and how to fix them Your old Family Trust is like your car. It needs updating from time to time for: Streaming provisions Franking credits Attribution to distribute capital gain Extension of the Capital Gains Tax regime […]

Safe sender list

Whitelist or add email addresses to your safe sender list in your email account To stop going into junk or spam folders: go to 'junk' emails and 'mark as not spam or junk'; or add to your Contacts; or add it to your safe sender list To add to safe sender […]