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...
Gifts in a will and Residue – someone missing out When someone is left the ‘residue’ of an estate they could have their gift reduced or miss out...
What happens if someone dies and doesn’t have enough money to pay for the gifts they have left in their will. Example Dad dies and leaves son...
Estates – when person thought to be dead is found alive When someone dies their estate passes according to their will on the intestacy laws....
Setting up a Testamentary Trust after someone’s Death It is possible to set up a trust to transfer an inheritance into, even if the deceased did...
Tax Issues with Paying Executors of Estates Many people want to leave something extra to the executor of their estate upon death. The position of...
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