We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super fund. In our view, the short...
Estate planning basically involves working out what you have, deciding where you would like it to go, and then choosing people to make that happen.
It is well understood by savvy property investors that holding investment properties in a trust can offer the benefits of asset protection, estate planning and tax efficiency. The next question is whether these benefits extend to the family home. In other words, is it worth holding your family home in a trust?
It is hard to believe that a quarter has passed since we last shared a firm-wide update with you. The end of the last financial year came and went in a flash, and we are settling into the start of the new financial year with fresh minds and optimism about the year to...
Put simply, once an individual has aggregate land holdings of $2.5 million, they will benefit from using discretionary trusts in their structuring strategy.
It is nice to imagine that your family will continue to enjoy your holiday home after you have gone so, how can you make sure this is a reality?
If the executor of a Will has died, lost capacity or is unwilling to act, what steps can you take to get the administration of the estate moving?
The resources on the internet are often fantastic but they are not fool proof. If you are considering using a Will template downloaded from an unknown document provider, think twice and then call us.
It is increasingly common practice to have a Power of Attorney drafted alongside your Will. Most people wish to ensure that, should they become incapacitated, someone whom they trust will be able to sign documents for them and make informed decisions about their...
After the death of a family member, it usually takes a bit longer than a beneficiary would like to receive their inheritance under a Will. Why is this and what can you do about it? On the death of the Will maker, the person appointed as the executor of their Will...
In all states and territories of Australia, stepchildren either have an explicit or conditional right to challenge their stepparent’s Will. If you think there is a risk that your stepchild(ren) may make a family provision claim, this blog will answer some of your questions.
Advocating for diversity makes sense for a minority view trying to get a foothold or survive in a sea of opposition. Diversity and tolerance protect the little guy. But once a foothold is established for our idea, we tend to become a lot less tolerant and accepting of true diversity of opinion on the issue.
Whether you bought your pet with your partner or owned it before the relationship began, it’s difficult to agree to whom the pet should belong if your de facto relationship or marriage ends.
If the expiry of registration of your ‘security interest’ on the Personal Property Security Register is coming up soon, you need to act quickly. We guarantee you won’t remember to deal with this when in the days leading up to the expiry date.
You’ll be put straight through to a great lawyer who will guide you to the right solution.