Trust Evolve™ is your all-in-one trust solution
Combining a meticulous technical deed review by our expert legal team with practical templates and guides that allow you to deliver trust distributions with confidence. […]
Peter Johnson, current as of: 31 March 2020.
In this video, Peter Johnson, SMSF Services Director, covers the latest requirements for SMSF deeds and strategies to reduce and eliminate death benefit taxes.
Download the slides here. Slides from the previous presentation on Reversionary Pensions and BDBNs, as mentioned, can be found here.
Combining a meticulous technical deed review by our expert legal team with practical templates and guides that allow you to deliver trust distributions with confidence. […]
Supercharge your knowledge of all things SMSF with our exclusive bi-annual update led by renowned industry expert, Peter Johnson. […]
A recent decision of the Victorian Court of Appeal calls our attention, once again, to the importance of keeping trust deeds secure. […]