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Amendments and Variation processing times

Our legal tam is extremely busy reviewing a significant number of amendments and variations to try and finalise for members before they break for Christmas. Please allow around 3-4 days for processing these orders and note that the last day to order amendments and receive them before Christmas is Monday 16th December.

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Why do you review structures before creating documents?

Sometimes, we’re asked why our documents aren’t generated automatically, when there are a lot of online providers who offer an immediate document service. The reason is that once you have submitted an order to us, we will review your order to ensure the structure is legally sound, before creating the documents. Our members are appreciative that we take the time to review and check any issues with them, saving a potentially awkward situation with their clients.

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NTAA Corporate Just Got Better

We’ve been busy building at NTAA Corporate to ensure you can access the most efficient and accurate systems for your business. Plenty of new technology has been developed to streamline the production of legal structures, check out some of them below.

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Services of Christmas

Our office will be closing 2pm on 24th December and reopening 27th December.

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Deadline may be looming for NSW trusts to cease to be a “foreign trust”

There are laws in New South Wales which impose a stamp duty surcharge and, in some cases a land tax surcharge, on certain foreign purchasers of residential land in that state. These laws may extend to discretionary trusts. Specifically if any of the beneficiaries under a discretionary trust are “foreign” (as defined by the State Act), the trust could be deemed a “foreign trust” (and, therefore, possibly subject to stamp duty and/or land tax surcharges).

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BDBNs and reversionary beneficiary nominations - which take precedence?

Succession planning is obviously a very important element of being a member of a superannuation fund, as the benefits are basically expected to be paid to the member when they retire, or to their dependants should they pass away.

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NEW! Set up your company in CAS 360

When you register a company with us we can set up the company in your CAS 360 software without you needing to rekey the information. Simply authorise us in App Connect in your account and select Push to CAS 360 when registering the company. Once the company is registered, we will push the information to CAS 360 and send you an email link to the newly created company. We will create your company in full detail, saving you and your staff valuable time.

Push to CAS 360

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The importance of a quality trust deed

When setting up a discretionary trust it's important to have the right structure, but it is equally important to have the right trust deed. The trust deed outlines the responsibilities and powers of the trustee, who can benefit, the rights of the beneficiaries, and determines the way that income and capital can be distributed. It’s an important legal document setting out the rules of the trust and is vital to the ongoing administration of the trust.

Following is a list of some of the other features of our discretionary trust deed (the most popular form of trust product ordered by members). 

 

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Are trusts affected by the SA stamp duty surcharge for foreign purchasers of property?

South Australia now has a stamp duty surcharge for foreign purchasers of property … but it’s not as bad as we thought!

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Why it is Best to Change Trustees by Executing a Deed

A recent court case has put the manner of changing trustees in an SMSF in the spotlight and the following article outlines the views of our in-house legal team on the matter. We explore why it's best to change trustees via executing a deed and further, why it's important the deed be prepared by a qualified legal practitioner, as happens when you order an SMSF change of trustee online with us.

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The NTAA’s Guide to the SMSF Deed update (for Budget 2016/17)

In November 2016, the Parliament passed legislation to allow for the changes proposed by the Government in its 2016/17 Budget, which will generally come into effect on 1 July 2017. Whilst our current deed allows for the budget changes, we have gone through the deed with a fine-tooth comb and have tightened various provisions to ensure that the changes have been explicitly provided for within the document. The deed has also been tightened to allow for certain super and tax strategies to be implemented.

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A Partnership of Trusts or a Hybrid Trust

A Partnership of Trusts or a Hybrid Trust - which would be right for you?

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