Nick Casey

Nick Casey is a lawyer at Sajen Legal practising in property, business and corporate law. In the business and corporate area, Nick focuses on everything Self-Managed Superannuation Fund (SMSF) related (compliance, related party transactions and borrowing) as well as structuring and taxation advice.

Trustee Resolutions – Tips and Traps

By on 13 September 2016 in Asset Protection with 5 Comments
Trustee Resolutions – Tips and Traps

The trustee of a trust or superannuation fund must document certain decisions. This obligation arises under their trust or superannuation fund deed, or because of trust, superannuation or tax legislation. Unfortunately, it is often the case that even basic decisions are not appropriately documented. This can have disastrous legal and financial consequences that are not […]

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SMSF Alert – Related party transactions and payroll tax grouping

By on 15 July 2016 in Asset Protection with 0 Comments
SMSF Alert – Related party transactions and payroll tax grouping

Key points of this article A recent Queensland Supreme Court decision means that self-managed superannuation funds (“SMSFs”) with related party dealings can potentially be grouped for payroll tax purposes. This has potentially significant consequences for anyone using SMSF as an asset protection strategy when assets are related to a business If a SMSF is grouped with […]

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Innovation to be a key driver for Government into the New Year

By on 9 December 2015 in Government with 0 Comments
Innovation to be a key driver for Government into the New Year

Earlier this week the Turnbull Government released their Innovation Statement, which sets out the Governments plan support the growth of innovation in Australia. What are the key changes? Some of the key proposals of the Government’s Innovation Statement are: Research and science: Nearly half of the proposed spending will fund research and science infrastructure. It […]

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SMSF Trustee – company or individual?

By on 15 July 2013 in Corporate Structuring with 0 Comments
SMSF Trustee – company or individual?

A common question clients ask me when setting up their Self Managed Superannuation Fund (‘SMSF’) is whether they should individually act as the trustee of their SMSF, or appoint a company as the SMSF trustee. My advice to this question is always – appoint a company.  The advantages of having a corporate trustee of your […]

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Are you changing your SMSF trustee to a company?

By on 3 July 2013 in Corporate Structuring with 0 Comments
Are you changing your SMSF trustee to a company?

If you are thinking about removing yourself as an individual trustee of your Self-Managed Superannuation (‘SMSF’) and appointing a company as your trustee, the process can be very simple. However, it can also be quite costly if it is not done correctly. What do you need to do to change your SMSF trustee to a […]

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Self Managed Superannuation funding for Business Wills

By on 14 May 2013 in Corporate Structuring with 0 Comments
Self Managed Superannuation funding for Business Wills

I recently read an article which highlighted the potential benefits for clients using their Self Managed Superannuation Fund (SMSF) to fund their buy/sell agreement (also commonly referred to as a Business Will). The concept is simple. Instead of each business owner effecting an insurance policy on their own life, for a Business Will the policies are owned by […]

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