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Asset Protection and Testamentary Trusts

Introduction   1.  A testamentary trust is simply a trust established pursuant to a will.  Most testamentary trusts are similar to ‘normal’ discretionary trusts established during the life time of a person, complete with classes of potential beneficiaries,...

Deductible Donations

A deductible gift recipient (DGR) is an organisation that is entitled to receive income tax deductible gifts (donations).  DGRs are either:   Endorsed by the ATO; or Listed by name in the tax law. There are two types of DGR endorsement:   An organisation is...

Recognising and avoiding tax scams and fraud

You should be wary of SMS and emails claiming to be from the ATO. We have developed some simple tips to avoid identity fraud.   Tip 1:   How to recognise scam SMS and emails Hoax SMS and emails can look very convincing. To protect yourself from scams and fraud,...