Ashleigh Eynaud

Sladen Snippet – Marsella – is this the end for SMSF trustee death benefit discretionary determinations?

Sladen Snippet – Marsella – is this the end for SMSF trustee death benefit discretionary determinations?

What is “better” for paying out death benefits in a self managed superannuation fund (SMSF) - a binding death benefit nomination (BDBN) or trustee discretion? As a result of a number of cases, where BDBNs were found to be defective, trustee discretion was becoming a favoured method for some advisors.

Real life examples of problematic variation clauses

Real life examples of problematic variation clauses

In September 2016, an article written by Sladen Legal's Phil Broderick, Will Monotti and Ashleigh Eynaud was published in the Tax Institute’s Journal, Taxation in Australia.

This article addresses how trust deed variation clauses vary from trust to trust and gives examples of some of the problematic ones we’ve seen.

Sladen Snippet - Disclaimer of an interest in a trust – can this be tax effective?

Sladen Snippet - Disclaimer of an interest in a trust – can this be tax effective?

In the April 2016 Edition of the Taxation Institute’s journal ‘Taxation in Australia’, appeared an article entitled ‘Disclaimer of an interest in a trust – can this be tax effective?’