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
Estate Planning, Wills December 3, 2018 Leaving home soon for a gap year? Please read this. As a mother of a school leaver this year I see many school leavers travelling particularly to the UK... Read More
Estate Planning, Wills October 30, 2018 Why have a testamentary trust? Are they worth it? Simply yes. As Identified in the case study below, the income tax paid on the proceeds of an estat... Read More
Estate Planning, Self Managed Super September 13, 2018 Sole member SMSF: What happens to my super when I die? The Trustee/s for a sole member SMSF fund The Trustees make the decisions in relation to the Fund. F... Read More
Self Managed Super June 28, 2018 Selling the family home and not enough in your super for retirement? Good news.. from 1 July 2018, people over 65 years who have owned their family home for more than 10... Read More
Estate Planning May 25, 2018 Elder abuse considerations when estate planning The Australian Law Reform Commission (ALRC) produced a report mid last year on elder abuse titled El... Read More