Legal Tip: Who will look after your minor children if you die? What happens when both parents die early and minor children are left behind? The...
Hi, has anyone used second mortgages for property held in their own name(s)? Who specialises? Who would you recommend talking to?
Legal Tip 169: What is a Binding Death Benefit Nomination (BDBN)? Superannuation is held on trust for its members until they reach a condition of...
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...
Separate names with a comma.
