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...
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...
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...
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...
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...
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...
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...
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...
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...
Elder abuse considerations when estate planning
The Australian Law Reform Commission (ALRC) produced a report mid last year on elder abuse titled El...