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July 29, 2022

The Rise & Fall of the Gift & Loan Back: Re Permewan

20 minutes

In this episode, Caite & Michele discuss:

the case of Re Permewan (No 2) [2022] QSC 114

gift and loan back strategies being used in estate planning

trying to thwart family provision claims using gift and loan back transactions

briefly the case of Re Permewan [2021] QSC 1251

sham transactions

promissory notes

public policy reasons

importance of the circumstances of each case.

Have a question or want to submit a case for discussion, send Caite & Michele an email at [email protected] (please note we have a new email address from Jan 2026).

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See you next time on The Heir Waves.

** IMPORTANT NOTICE **

The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.

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By Caite Brewer & Michele Davis