3 Strategies to Save Tax on Super at Death Superannuation death benefits contain different components and 2 of these components can be taxed when...
Taxation of Superannuation Proceeds Trusts When drawing up a will it can be a good idea to incorporation a Superannuation Proceeds Trust (SPT) to...
Legal Tip 165: What is a Superannuation Proceeds Trust (SPT)? A SPT is a special trust set up within a will, often as a sub trust of a...
Legal Tip 164: How often should wills be reviewed? Generally wills should be reviewed at least yearly I think. It is just a matter of getting out...
Show your arse up....I merely quote the lecturer in Estate Planning. Faced with an empty classroom, business lecturer goes on a rant That one...
Dying Intestate: Leaving a Spouse with Children not of that Spouse Brady Bunch situation. What actually happens if a person dies without a...
Legal Tips: Avoiding Unpaid Present Entitlements (UPEs) What are UPEs? They are basically trust distributions which are not actually paid out of...
Death and Leaving Assets to Non-Residents and CGT The general rules is that death does not trigger CGT. There is no CGT when title is...
Tax Deductions of Donations to Charities on Death Many people want to donate to charities after they die through their wills. Normally a gift...
Adopted Children and Wills The laws of adoption differs from state to state, and so does the laws of succession. So the following is a...
So, I'm dying. I believe I've got about 40-50 years left - maybe a little more if I'm lucky. Having invested in many property cycles by then, I...
Trusting others with your Asset Protection I have seen a number of people who have set up asset protection strategies whereby they use other...
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...
Hi All We have had the second estate come in this year where the male died without a will (intestacy) with investment properties and young...
A potential problem could arise in a will if the testator uses vague language: “I give my car to my son” If the testator writes this in 2016...
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...
Strategy: Incorporating Parents into Property Planning Sometimes I see missed opportunities for families to group together and work for the...
Some Estate Planning Implications of Bucket Companies A bucket company may end up holding large sums of cash and should, therefore, be considered...
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