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Jan 24, 2025 | 
smsfadviser.com | Matthew Burgess |Keith Ford
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Nov 15, 2024 | 
accountantsdaily.com.au | Matthew Burgess
As specialist advisers generally understand, one of the key – if not the key – trustee duties of any form of trust is to know the terms of the trust deed.
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Nov 6, 2024 | 
fullview.co.za | Matthew Burgess |Colleen Goko |Kerim...Read More
By Lehlohonolo Lehana. The Premier Soccer League (PSL) chairman Dr. Irvin “Iron Duke” Khoza confirmed the R20-million prize money for the league winners. The local top-tier league and its partner have made an important announcement this morning in Parktown, Johannesburg. “The winner of the Betway Premiership will receive R20 million, number one spot,” Khoza stated. There was no further breakdown of the prize money for the rest of the teams.
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Oct 24, 2024 | 
smsfadviser.com | Matthew Burgess |Keeli Cambourne
The latest instalment of the (in)famous SMSF related series of court decisions involving Mr and Mrs Frigger has been released, as Frigger v Banning (Application for Security for Costs on Review of Taxation) [2024] FCA 1207.
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Sep 19, 2024 | 
smsfadviser.com | Matthew Burgess |Keeli Cambourne
blended family;
a 'chosen' one anointed by the long-standing, all-controlling, patriarch
aggrieved siblings;
numerous 'go-to' advisers;
tax-aware estate planning strategies;
sources 'close to the family' (read as family members leaking to their trusted journalists)
the use of trusts; that (at least with hindsight) have proved problematic.
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Sep 13, 2024 | 
accountantsdaily.com.au | Matthew Burgess
In holistic estate planning, the greatest strength of a discretionary trust (being the near absolute flexibility for the trustee to determine how income and capital are allocated) can be seen to also be the greatest weakness.
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Sep 1, 2024 | 
slj.com | Matthew Burgess |John Peters |Bonnie Bader |Doris Kearns
. Sept. 2024. 48p. Tr $19.99. ISBN 9781984893802.
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Aug 28, 2024 | 
smsfadviser.com | Matthew Burgess |Keeli Cambourne
In a factual matrix centred around a purported change to the avatar of the appointor, via a deed of variation, the court relevantly confirmed:
A trustee does not have an implied power to vary a trust deed, but it is accepted that many 'modern trust deeds' contain an express power which enables the trusts and the provisions of the trust deed to be varied (see Mercanti v Mercanti (2016) 50 WAR 495).
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Aug 23, 2024 | 
accountantsdaily.com.au | Matthew Burgess
As the ubiquitously stated trust mantra confirms, it is critical to ‘read the deed’, particularly where an intended variation involves a key role such as a principal or appointor.
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Jul 26, 2024 | 
accountantsdaily.com.au | Matthew Burgess |Miranda Brownlee
Following a recent high profile SMSF trustee disqualification decision involving Billabong Surf Clothing co-founder Gordon Merchant, another case – originally from 2021 has been handed down.
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