BLB News

Aesop knew a thing or two about document providers

29/03/2018

Financial advisers shouldn't fall for the illusions spun by document-provider salespeople

Tips and traps in appointing a corporate trustee for your SMSF

29/03/2018

There are very few SMSF specialists who don't think that having a company as the trustee of the fund is preferable to having the members act as trustees individually.

Granting powers of attorney or licences to steal?

29/03/2018

While it may seem daunting for some to have to think about one's eventual death, it may be just as daunting to have to consider who may be an appropriate person to deal with your financial and property affairs if you lose mental (and therefore legal) capacity.

Product of the month - acknowledgement deeds and when to use them

29/03/2018

A question that we often get asked is what can be done where superannuation assets are unable to be held in the fund's name, most often as a result of State legislation not recognising a trust arrangement for registration purposes, for example registration on a State's land titles register or on a company shareholders register. How does the fund prove that it is the owner of the registered asset even though the register does not mention the fund?

SMSFs as 'wholesale clients' or 'sophisticated investors'

29/03/2018

It can be beneficial sometimes for an SMSF to be considered a 'wholesale client' or a 'sophisticated investor' in order to get access to investments that might not be open to 'retail clients' because the promoter doesn't want to go to all the expense and trouble of fully complying with the securities law requirements for 'retail clients'.