PPSR: Transitional Period Closing

On 31 January 2014, the transitional period of protection for unregistered security interests will come to a close. From midnight on 31 January 2014, those security interests which have existed as unregistered transitional security interests will cease to lose their … Continued

Case law update: SMSFs and the payment of death benefits

This week we bring you an interesting case from Western Australia which shows the importance of: having a binding death benefit nomination, and ensuring that the succession of your SMSF passes properly upon your death. Ioppolo & Hesford v Conti … Continued

The Need for Related Party Loan Agreements

With the advent of the PPSR regime, it is now more important than ever to ensure that related party loans are properly documented. Many people rely on simple entries in a balance sheet to evidence a related party loan. But … Continued

Making Improvements at Castle to Serve you Better

Coming soon – A simpler product range, better priced.  You may have heard us mention before that we’re focusing on improving the way we serve you. Well, we’re pleased to say that we will be rolling out some changes over … Continued

Why it’s vital to update your SMSF deeds

The vast majority of clients receive their self-managed super fund deed, file it away and never look at it again. Many others may consider updating it every five years or so. However, over the last several years super legislation has … Continued