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August 14, 2023
Investment strategies, and tax concessions are at risk if a written strategy is missing said a legal expert. Peter Townsend, Principal, Townsends Business and Corporate Lawyers, said with court c
July 13, 2023
The โknow your clientโ rule can become instrumental in lost trust deeds if they end up before the courts said a legal expert as decisions continue to evolve around the ever-increasing problem. Mat
June 28, 2023
Lost trust deeds are becoming a more frequent issue for SMSFs and the legal ramifications are no longer set by precedent warns a legal expert. Matthew Burgess, Director of View Legal, said although
May 21, 2023
The implications of a lost trust deed can be disastrous because without it every trustee action or decision can be called into question, but recent case law has shed light on options available when a
December 2, 2021
A recent court case where a family trust was ordered to have failed poses some important questions in the context of SMSF deed updates, according to an SMSF law firm. DBA Lawyers special counsel Bry
December 2, 2021
A recent case has highlighted the importance of ensuring that original trust deeds are kept securely, and also read and complied with. An article in SMSF Adviser from July 2021 explored the decision
December 2, 2021
A recent court decision involving a missing trust deed from 1976 has some significant implications for advisers working with SMSFs and family trusts. A recent case (Mantovani v Vanta Pty Ltd (No 2) [