Estate Planning, testamentary trusts, Will Disputes, Wills December 23, 2020 Christmas 2020 article – Top 5 reasons a Will needs updating Number 5: Receipt of significant inheritance If you have received a significant inheritance it is ti... Read More
Estate Planning, special disability trusts, testamentary trusts, Trusts, Wills September 21, 2020 How do Special Disability Trusts work? A Special Disability Trust (“SDT”) for a family member with a severe disability or medical condi... Read More
Estate Planning, land tax, testamentary trusts, Trusts, Wills July 27, 2020 Trusts to avoid surcharge land tax in NSW – December 2020 deadline Surcharge land tax applies to foreign persons who are owners of residential land in NSW. The law... Read More
Estate Planning June 16, 2020 Do you have a digital register for your digital assets? What are digital assets? Digital assets are more correctly called digital ‘records’. This is b... Read More
Estate Planning, General, Wills January 23, 2020 Can a person with dementia make a Will? A person has to have testamentary capacity to make a Will or change their current Will. That is, t... Read More
Enduring Power of Attorney, Estate Planning, Power of Attorney, Self Managed Super, Wills October 31, 2019 SMSFs – Planning ahead using enduring power of attorneys An attorney can: replace a trustee or director (of the trustee company) of an SMSF if the trustee/di... Read More
Estate Planning, General, loans, Will Disputes, Wills July 17, 2019 To gift or to loan – parents to children The presumption In Australia there is a legal presumption that advances of money for another are a g... Read More
Estate Planning, General, Self Managed Super, Trusts, Wills May 2, 2019 What happens to a family trust if the trustee* dies? There is no ‘one size fits all’ answer. The scenarios provided in this article outline the sol... Read More
Estate Planning, General, Will Disputes, Wills March 17, 2019 Contesting a Will? Issues to consider before you see a lawyer It is a big decision to contest a Will. This article looks at what is involved from an emot... Read More
Estate Planning, Self Managed Super, Wills January 30, 2019 5 essentials for SMSF members in pension phase As many SMSF members are now in pension phase and superannuation in general is a major asset for Aus... Read More