Wealth Management Structuring

June 29, 2021 – Superannuation Funds, Wealth Management Structuring

SMSF Trustees: The Optimal Number

The Treasury Laws Amendment (Self Managed Superannuation Funds) Bill 2020 has now received assent and become Act No 47 of 2021. From 1 July this year Self Managed Superannuation Funds (‘SMSF’) will be allowed to have up to six members and trustees rather than the current maximum of four. Despite this the[…]

April 23, 2019 – Business Structuring, Business Succession, Preparation of Commercial Documentation, Superannuation Funds, Trust Structures, Wealth Management Structuring

Fixing the mistakes

What gets written in a trust deed is not always what the settlor and the trustee meant to say or what they asked to have drafted. This sort of mistake in a legal document, any type of deed or contract, can be fixed by a process called rectification. Rectification is[…]