Have you accepted the role of Executor of a deceased person’s estate? Depending on the nature, size and value of the assets within the estate, you might quickly learn the role can be quite complex. It can involve a significant amount of time and effort in: Identifying...Read More
What do these have in common? They were all key ingredients in a recent case before the Queensland Supreme Court. Robert thought his estate planning was in place. After all, Robert had: A Will; A Death Benefit Nomination to deal with his Self Managed Super Fund; and...Read More
It’s time to get that task of updating your estate plan off your “to do” list! Chances are it’s something you’ve been intending to do but haven’t quite “got around to it”. Your Will and estate plan is something you should regularly review to ensure it is up to date....Read More
Ever heard of DA 000.10.1? Is it the latest COVID19 variant? If you have a Self Managed Super Fund, you might want to read on… DA 000.10.1 is a Public Ruling by the Commissioner of State Revenue. As your level of interest starts plummeting to zero, I’m hoping,...Read More
A recent decision in the Maroochydore District Court has prompted me to write again about people challenging Wills. A person can challenge a Will if it doesn’t make “adequate provision” for their “proper maintenance and support”. To challenge, you need to be within a...Read More
