Category: Private Wealth

Court affirms fiduciary duties are not discretionary – Lessons for directors, trustees and professional advisors

In 2015/2016 it was recorded that there were nearly 850,000 trusts used in Australia holding more than $3 trillion worth of assets. But, how many people really understand trusts, and the obligations that go with…

Natalie Lasek joins Kalus Kenny Intelex Partnership

Media Release – 26 August, 2020 Boutique law firm, Kalus Kenny Intelex, has announced the appointment of Natalie Lasek to the Partner group. Since joining KKI in 2016, Natalie, 33, has performed strongly at the…

Kalus Kenny Intelex joins International Lawyers Network

Progressive Melbourne-based boutique firm Kalus Kenny Intelex Lawyers has been welcomed into the prestigious International Lawyers Network (ILN) as the sole Australian firm in the network. As a leading international legal network, the ILN’s membership…

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…