It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/donor possesses the requisite testamentary capacity. It is an essential requirement of a valid Will and Enduring Power of Attorney that the testator/ donor possesses the...
A Guardianship Plan is a written record that you prepare as parents, detailing what you want for your child if both (or either) parent dies or can no longer perform their role as parent or guardian. Background The aim of your Guardianship Plan is to provide a set of...
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the...
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the...
Your Estate Planning is not something to be taken lightly. Take a few minutes out to ask yourself the following important questions: Do you want to choose who benefits from your wealth, and when? Do you want to protect the wealth you give your children from unjust...
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.Â
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...
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