de-facto relationship, Estate Planning, Intestate, Will Disputes, Wills February 26, 2024 De-Facto Relationships – Death of a Partner Sheen v Hesan – The Estate of Zaheer (2023) NSW SC 468 https://www.caselaw.nsw.gov.au/decision... Read More
cyber fraud, General September 12, 2023 Together we can help prevent cyber fraud We are constantly monitoring our cyber security policies to ensure that both we, and our clients rem... Read More
Estate Planning, Probate, Wills May 6, 2023 Save on probate costs – with some foresight A grant of probate is usually required before assets can be distributed in accordance with a decea... Read More
Estate Planning, Intestate, Wills November 14, 2022 Who gets my assets if I die without a Will? No Will - no say. An estimated half of adult Australians don’t have a Will. This article provides ... Read More
Enduring Power of Attorney, Estate Planning, Self Managed Super, self managed super, superannuation, Will Disputes, Wills June 9, 2022 SMSFs – payment of benefits after the death of a member – who decides? TAKE AWAY POINTS If you have a self managed super fund, get advice from an experienced estate planni... Read More
Estate Planning, Wills March 5, 2022 Post Office Wills – a closer inspection Post Office (PO) Wills – as they are often called – are found in a pack in post offic... Read More
Self Managed Super, special disability trusts, superannuation, testamentary trusts, Trusts October 29, 2021 Are you a director? New and compulsory director identification number (director ID) – for all existing and future dir... Read More
Estate Planning, Will Disputes, Wills August 28, 2021 Rights of a beneficiary named in a Will – NSW Beneficiaries are those listed to receive a gift in a deceased’s Will. The executors – who are... Read More
Estate Planning, General, land tax, Trusts, Wills June 3, 2021 Buying NSW residential real estate in a family trust – Traps Traps when buying an investment property in a family trust can be: Land Tax; Foreign owner surcharge... Read More
Enduring Power of Attorney, Estate Planning, Power of Attorney, Self Managed Super, superannuation, Wills February 15, 2021 Has your superannuation become a substantial asset? If the answer is YES, this article is important. Did you know… you cannot gift your superannuation to a family member when you die. With two except... Read More