Category: Estate Planning & Wealth Protection

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…

Beneficiaries rights to Trust documents

A general misconception is that if you are a Beneficiary of a Trust, you automatically have a right to information about the Trust. However, this is not always the case. The historical approach – a…

A message from Henry Kalus

With another financial year behind us the KKI crew wanted to reach out to all of you, our dear clients and friends. But how different this time is from any other, and I’m not saying…

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…