New trust tax rules could leave families and small businesses paying more, even when income is shared with lower-earning relatives.
Lisa Berte
 | Lisa Berte is the head of Wills and Estates at Kalus Kenny Intelex. She is a Law Institute of Victoria Accredited Specialist in Wills and Estates, a member of the prestigious Society of Trusts and Estates Practitioners (STEP), and a Board Member of STEP (VIC-TAS branch). Lisa holds a Bachelor of Laws and Graduate Diploma of Legal Practice. She is a member of the Law Institute of Victoria, the Victorian Women Lawyers Association, and the Australian Women Lawyers Association. Lisa is also a contributing author of the Australian chapter of the Mondaq Private Clients Guide. Connect with Lisa Berte on LinkedIn. |
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A simple paperwork mistake could decide who gets your super, and it could cost your family hundreds of thousands.
Families using trusts could face a 30% tax under new rules, raising tough questions about how to protect vulnerable beneficiaries.
Leaving shares to children can trigger tax and estate planning traps. Learn how shares are passed on, what your will should say and what to watch out for.
Has an elderly relative changed their will unexpectedly? Here's how you can protect vulnerable loved ones when it comes to estate planning.
Think you don't need a will? Think again. Here's what really happens if you die without one - and why it could cost your family dearly.
You've got crypto, a cloud full of photos, and a couple of social media accounts. But what happens to it when you're gone? The concept of inheritance is undergoing a transformation.
