Business Succession and Trust Distributions That Don’t Work

1. Introduction This short commentary discusses some of the more common examples of purported trust distributions which fail. It also addresses some of the potential adverse tax consequences. The…

Dividend Access Shares

1. Their use raises several taxation issues, including direct value shifting, the debt/equity rules, dividend streaming, Div 7A, dividend stripping and general anti-avoidance issues. Further, their…

Owen Hodge Best Years – October 2013

Australia’s ageing population is increasingly exploring retirement and aged care accommodation options. However, many individuals on the cusp of such a transition are unaware of the hidden costs and…

Unintended Beneficiaries Are Pocketing Millions

By James Kelly, Elder Law specialist from Owen Hodge Lawyers   Millions of dollars are being pocketed by unintended beneficiaries as a direct result of people either not having a Will or not…

Don’t Become A Victim – Avoid The Quagmire

By James Kelly, Elders Law specialist from Owen Hodge Lawyers   Australia’s ageing population is increasingly exploring retirement and aged care accommodation options. However many individuals…

What Is Tearing Families Apart?

The Problem - Finance    As the cost of living continues its upward spiral, increasing pressure is being placed on families and individuals to effectively manage their budgets. Recently released…