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
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
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, 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