Types of Trusts
Types of Trusts I have written an article explaining what a trust is, but this article will take it a bit further. A trust is a relationship between a person (trustee) and another person (beneficiary) in which [...]
Self Managed Super Fund: Death and Loss of Capacity
Self Managed Super Fund: Death and Loss of Capacity by Jacqui Brauman I recently attended a seminar at which Peter Pascoe, barrister, shared a paper on this very topic. Since more and more people and using self [...]
A Year Of Great Information
A Year Of Great Information by Jacqui Brauman A year disappears very quickly, and if I write a blog a week, that’s at least 50 blogs in the working year. Since I have been doing my Masters [...]
In Case of Emergency: A Case Study For Single Parents
A Case Study for Single Parents by Jacqui Brauman Sara, a single mother working part-time, with her pre-school children both in day care, had a car accident on the way to pick her kids up. She was [...]
New Powers of Attorney
New Powers of Attorney by Jacqui Brauman The new Victorian Power of Attorney Act is due to start on 1 September 2015. It doesn't make any changes to the Enduring Power of Attorney (Medical Treatment), but it [...]
Planning Your Exit Strategy
Planning your Exit Strategy by Jacqui Brauman Your exit strategy is your succession plan from your small business. For each small business, their succession plan could look different. It could involve, depending on the level of planning: [...]
Small Business Succession
Small Business Succession Small business succession planning is vital, both to take control of your business' future and to increasing its value. Most importantly, with succession planning, is the contingency plan - so that if something happens [...]
Family Farm Succession Planning
Family Farm Succession Planning by Jacqui Brauman Farmers and primary producers who run livestock or grow crops or use their rural properties to engage in the manufacture of products (such as grape growers and dairy farmers) covers [...]
Family Trust Succession
Family Trust Succession Your family discretionary trust was probably set up by your accountant with the primary purpose being tax and income flexibility. As you age, your priorities will change, and if you are looking at a [...]
What is a trust?
What is a trust? by Jacqui Brauman A Trust is an entity created to hold assets for the benefit of certain persons or entities, with a trustee managing the Trust (the legal owner). Most Trusts are founded [...]