Will not properly signed – Kemp v Findlay [2024] NSWSC 902
Take away points: Always ensure your Will: is up to date; is in writing and signed in accordance w...
De-Facto Relationships – Death of a Partner
Sheen v Hesan – The Estate of Zaheer (2023) NSW SC 468 https://www.caselaw.nsw.gov.au/decision...
SMSFs – payment of benefits after the death of a member – who decides?
TAKE AWAY POINTS If you have a self managed super fund, get advice from an experienced estate planni...
Post Office Wills – a closer inspection
Post Office (PO) Wills – as they are often called – are found in a pack in post offic...
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...
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...
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...
How do Special Disability Trusts work?
A Special Disability Trust (“SDT”) for a family member with a severe disability or medical condi...
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...