Our top legal issues to look out for in 2023
It feels like an unbelievably short time has passed since we last summarised the top legal issues you would be facing in 2022. As another year zooms into focus you may be curious about what we think has changed since the last time we shared our thoughts. Interested? Read on.
VideoPost: Succession Planning
This VideoPost is a recording of our ‘Succession Strategies and Estate Planning’ seminar, which we presented to clients on Kangaroo Island in July 2022. This seminar will be most helpful for business and farming families, but it will also be useful for...
Presentation: PAFs – November 2022
Please find below a copy of the slide deck for our presentation on Private Ancillary Funds in November 2022 For further information about the issues raised in this Seminar, please contact us on 1300 654 590 or by email. To download our slide deck, enter your email...
How does an executor resign?
If you’ve been named as an executor in someone’s Will but don’t want to act, here’s what you need to do.
Why do I need more than one Executor for my Will?
Do you have more than one executor named in your estate planning documents? If you don’t, then you need to read on.
How to sign a Will
You are at the finish line – you are about to sign your Will. You have balanced the needs of your family, thought about your wealth distribution and your lawyer has drafted a protective and tax efficient Will. What could go wrong?
What is a family office?
You may have heard of the concept of a family office and wondered what on earth it’s all about. If you have sought retail therapy at MYER, watched free to air television on the Seven network or treated yourself to some Paspaley pearls, then you have inadvertently been in the realm of a family office.
Changing your name after marriage, separation or divorce – or because you feel like it!
You changed your name after marriage to take your partner’s surname, but you’ve recently separated and are looking to the future. This is a personal choice for you to make and is actually a straightforward process.
Farm Trusts | Stamp duty relief on farm transfers in South Australia
A farm trust is a discretionary trust that is used to own land for primary production while also providing flexibility so the property can eventually be transferred to other family members. Asset protection, tax efficiencies, and ‘controlled succession planning’ are the key benefits of a farm trust.