I just heard of a person who wanted a clause in the will to say that all the attendees at her funeral were to be given a ticket and then at the...
Legal Tip 177: Use of Your Sperm after Your Death??? This is NSW law – not sure on the other states. If a couple have been trying to conceive...
It's not on my immediate to-do list but death comes to us all. CBA's booklet on this says: "Individual accounts Once the Bank has been notified,...
Legal Tip 175: Leaving Assets to Someone Who Dies Soon after you (Survivorship Provisions) This is something important to consider when making...
Inheriting a property from a deceased person is commonly believed to be tax free. This is often true but not always and dangerous assumptions can...
Strategy: Backup Appointors of Trusts People that are appointors of family trusts usually give little thought to what can happen to the trust...
Taxation of Superannuation Proceeds Trusts When drawing up a will it can be a good idea to incorporation a Superannuation Proceeds Trust (SPT) to...
Another Tax Reason not to Invest in your Own Name If there is a loss and the person dies the loss is basically lost. If the investment vehicle...
Preface: I thought I’d share an experience my parents had with their investment a few years back but more-so how this has impacted my own...
Super Disputes on Death of a Member Often there are disputes about who should receive the death benefits of a member. Nearly always these...
The Biggest Issue with Discretionary Trusts: Succession on Death In my view, the biggest issue with discretionary trust is succession. Trust...
Taxation of Super Death Benefits When a person dies their superannuation will be paid out to either a dependant or to their estate (and then...
Legal Tip 146: Who can receive your Super when you die? When a person dies their superannuation benefits must be paid out of the fund they were a...
GST and Death If a person is registered for GST and they die there could be adjustment issues as death causes their GST registration to be...
Consider naming Children in the will Where someone leaves a gift to ‘my children’ there can be issues with working out who these children are....
Terminal Illness – tax aspects to consider Read this in conjunction with my Legal Tip 133: Terminal Illness – Legal Aspects to Consider Legal...
Terminal Illness – Legal Aspects to Consider Please read this in conjunction with my tips on the tax aspects to consider. Being diagnosed with a...
Nurse investigated for becoming beneficiary of dying man's $939,000 will A Melbourne nurse who mysteriously became the sole beneficiary of a...
Some Estate Planning Implications of Bucket Companies A bucket company may end up holding large sums of cash and should, therefore, be considered...
Fun happy topic time :) So what happens if you die? Is there a plan? Are you the main investor? Is there a plan for your investments and how...
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