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, 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, 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