Description

We're joined this week by Ashley Taylor, accredited family law specialist from Lander & Rogers.

Ashley's here to help us unpack the trickier financial complexities that can arise in divorce negotiations, including:

• Family trusts in all their wonderful permutations
• Why it's not as simple as 'if you're the appointor, it's in the pool'
• How intergenerational trusts are looked at in the settlement process
• What a Div7A loan is - and why family lawyers treat them very carefully
• Some of the things, flags and points financial adviser can look out for when helping their clients navigate their divorce
• AND - some of the topics advisers should be discussing with clients before they set up any of these structures. 

And while we didn't get to the thorny topic of SMSFs in divorce, we did sneak in a cracking GTA: Vice City reference - so that's a clear win. 

(PS Nathan apologises for sounding like he was in a tincan, he recorded offsite today)

Ashley:

LinkedIn

Lander & Rogers Guide to Family Law for Financial Service Practitioners

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.