EP FAQ Part 3: Challenges to a Will
In Part 3 of our EP FAQ series, we explore some common questions we get asked about Wills and estate challenges. If this is something you have been wondering about, read on! When can a Will be challenged? A Will can be challenged when there are doubts about its...
EP FAQ Part 2: Wills
In Part 2 of our EP FAQ series, we address some frequently asked questions we get asked about the best-known estate planning documents of them all – Wills! What is a Will? Your Will is a legal document with instructions for who you want to inherit your estate,...
EP FAQ Part 1: What is Estate Planning and what do you need to consider?
Welcome to our EP FAQ series, where we’ve gathered up some of our most frequently asked questions (and answers!) about estate planning. This series is perfect for anybody thinking about completing their estate planning documents for the first time or individuals...
Are Prenuptial Agreements Entered into Overseas Binding in Australia?
There are many reasons people entering a long term relationship may wish to agree beforehand about what happens to their wealth in the event the relationship doesn’t last. If, you entered into a prenuptial agreement with your partner in a jurisdiction outside of...
​​’Equity Loans’, a loan with upside
More than ever, young people are relying on the ‘bank of Mum and Dad’ to get a leg-up. Whether it’s to break into the property market or utilise some initial capital to get their new business off the ground, we are seeing more and more of our clients give (and receive!) loans from their parents.Â
A question we get asked often by the ‘lender’ in this scenario is whether it is possible for a loan to be advanced without the lender receiving periodic interest repayments, and instead get a share of the ‘upside’ (gain) when the financed asset is sold.Â
Solution Brief: Why you need an enduring attorney for your SMSF
The trustee of your SMSF is all-powerful. The trustee decides how much money you can put in the fund, who else can join, how your money is invested, how much gets paid out to you and when, and finally who gets what’s left over when you die. This is why you are...
Solution Brief: Super Death Benefit Nominations
This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super. People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than...
Solution Brief: Self-Managed Superannuation Fund Investment Rules
A guide to what your SMSF can, and cannot, invest in. Background Superannuation is an enforced saving scheme to move toward an overall scenario where Australian workers put aside a portion of their income so that they can self-fund their retirement, rather than...