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When Love and Legacy Collide: How a Life Interest Can Protect the Family Home
When David lost his wife of forty years, the family home — a graceful Federation house in Mosman — became both a comfort and a burden. Two years later, he met Anne, a retired teacher with warmth and humour that rekindled his joy. They married quietly, and life settled again. But as David turned seventy, a question began to trouble him: “If I die first, how can I make sure Anne has a home for the rest of her life — yet my children still inherit what their mother and I built to
Oct 16


History of the Bare Trust / Custodian Trust for SMSFs in Australia
When clients come to me to discuss setting up a Bare Trust, I often begin with an old saying: “ In life, there are four undertakings that...
Sep 26


Superannuation and GST Pitfalls in Locum Engagements: A Case Study
The Story James, a pharmacist locum, was engaged by a local pharmacy at an hourly rate of $80. He held an ABN, was registered for GST and...
Sep 25
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