The hidden tax trap in your estate plan: why super needs special treatment
Understand the Super Proceeds Trust and how it ensures superannuation death benefits are distributed tax-efficiently.
Blended families & superannuation: getting your BDBN right
Discover key aspects of superannuation and how to ensure your Binding Death Benefit Nomination is valid and effective.
Avoiding ambiguity in your Will
Discover the implications of double gifting in Wills. Learn how intentional clarity can avoid inheritance conflicts.
Should executors be paid or receive gifts?
Who you appoint as the executors of your Will is an important decision. After all, these are the people responsible for carrying out your wishes after you pass away. However, you may wonder whether your executors should be paid or receive a gift in recognition of their efforts in administering your estate.
What Happens When a Beneficiary Dies Before You?
Imagine this: You’ve carefully made your Will, making sure your loved ones will be taken care of when you’re gone. You’ve left a generous gift to your son, Jake. But then, something unexpected happens—Jake passes away before you do.
What legal issues do you need to look out for in 2025?
With the coming of a new year come new ideas, plans and goals. Sometimes these may come about because of a change in circumstances and needs. In other cases, these may be a necessary undertaking due to a change in law, regulation or requirements. Here are some legal issues that we think will be hot issues in 2025 and our tips to help you navigate them.