Category: Private Wealth

The future of Testamentary Trusts for you, your children, and their children

Every estate planning conversation includes a discussion about Testamentary Trusts. They can assist with asset protection and management, and taxation efficiency. However, recent legislative changes in this space means Testamentary Trusts don’t have all of…

Have you considered your superannuation when reviewing your estate planning?

Despite superannuation funds often comprising significant assets, many are unaware that it is not automatically included as part of an estate’s assets and may not be distributed in accordance with a person’s Will. You can…

Private lending leads the way for property

Whilst there is so much of this Covid-19 pandemic that we have never seen before, what we have seen before is how markets react when economic conditions change suddenly. And how opportunities are created. Right…

Important changes to Foreign Purchaser Additional Duty (FPAD)

Is your family trust purchasing residential property in Victoria? From 1 March 2020 changes to Victoria’s Foreign Purchaser Additional Duty (FPAD) will have far reaching implications. FPAD is an 8% duty payable in addition to…

Kalus Kenny Intelex is moving

We wish to update you on our exciting news!  Kalus Kenny Intelex is moving to 4 Riverside Quay, Southbank. We will be the same firm but, after more than 25 years at the Como Centre in South…

Shareholder oppression

Are you a minority shareholder? Do you know your rights? Sometimes disputes arise between people who have a financial interest in a company. In privately held companies, people who own a small shareholding (a minority…