Can you gift trust assets in your Will? What every farmer and family business owner needs to know
Learn about Trust Succession and its crucial role in managing family wealth. Ensure your assets are properly protected and passed on.
Paying debts and liabilities: a guide for executors in South Australia
Get insights into estate administration, including legal obligations for executors in managing debts after someone passes away.
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.
Understanding the role of responsible persons in Private Ancillary Funds
“With great power comes great responsibility”- Uncle Ben to Spiderman Individuals, families and organisations wishing to engage in philanthropy often choose to do this through a Private Ancillary Fund (PAF) . We think this is a great idea, but as you might expect, because they involve tax-advantaged donations and are used to distribute funds to […]
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.
Navigating the future: key changes in South Australia’s Succession Act 2023
Does your Will need an update following the changes to the Succession Act 2023 (South Australia) commenced operation in South Australia on 1 January 2025?