​​Can I get a copy of someone’s Will?​

​​Can I get a copy of someone’s Will?​

Generally speaking, the contents of a Will are private and are not able to be disclosed without the testator’s authority until after they have died. However, there are some circumstances where you might be able to get a copy of Will without waiting for it to be admitted to probate.

Our top legal issues to look out for in 2023

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 anyone wanting to know more about how they can implement a comprehensive succession […]

Presentation: PAFs – November 2022

PAF Presentation - 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 below. [et_bloom_locked optin_id=”optin_67″] Download here [/et_bloom_locked] We are […]

How to sign a Will

Signing 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?

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.

It’s not always easy passing wealth to the next generation

Passing on family wealth

When it comes time to make an Estate Plan, most people have at least some idea who they want to give their wealth to. In many cases, they first want to give it to their partner, and then after their partner dies, they want to share it equally among their children. This is what we call the ‘standard’ or default choice.

For families with considerable wealth, there is one more ‘layer’ of planning you must consider. This is the scenario if one of your children dies, either before or after inheriting.

Once again, there tends to be a default in this scenario, that is, the children of your child (i.e. your grandchildren) will take their parent’s share. In this manner, the wealth passes down your ‘family’s bloodline‘.

This sounds simple and appropriate, but it does raise several critically important issues – that justify more thought.