Dear Community, My mother is named as an appointor, trustee and beneficiary of two Testamentary Trusts created by my father's will. The...
Estate Solicitor in Sydney? Please consider Peter Bobbin of Argyle Lawyers Pty Ltd. Peter is *the* authority in these matters.
Cost-effective alternative Hi all, My dear Father passed away on Friday, after a long battle with dementia/heart failure. May he rest in...
Insolvency due to Stamp Duty? All, I have seen advice that (in NSW) the settled sum should be $550, sufficient to cover the $500 stamp duty...
Hi Rob, We were careful to not mention Mum and Dad anywhere in the deed. They neither control nor benefit from the trust. While related...
Hi Dan, Thanks for your swift reply. It's a timing issue regarding the filling in & sending the off-market transfer form to the current...
Hi all, How long after a secirity transfer has been effected does the seller have to announce it to the registry? As background, my parents...
Hi Rob, I'm happy to announce that I have just set up a DFT, so XYZ (a great long term hold)will remain in the family by gift from my dear...
Rob, can you please elaborate on "Pro forma DIY deeds purchased with a sheet of instructions can be a legal minefield for those unskilled."?...
No reply Hi all, 118 views and 0 replies. :confused: Did I word my question poorly, post in the wrong forum, or what? Surely the situation I...
MIP? Mortgagee In Possession, I guess.
Hi all, My 80+ year old parents held ZFX + OXR. It appears they will be forced to realise a considerable loss on the merged OZL in the current...
Perfect sense Hi again Rob, Thank you for your patience & the wonderful explainations. I note that my intuitive formula gives the same...
Hi Rob, Thanks for the reply. So in your example would you report the "allocated earnings" (a line on our SMSF return) as $50? If you have...
13.2% Mer Did you really mean 1.1% per month? The PDS & FSG s/he was obliged to provide should have details of how to escape her/his usery. I...
Hi, I am struggling with this concept. Is it: Portfolio end of period - (Portfolio begining of period + capital applied to Portfolio during...
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