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
If you accept the role of executor of an estate, you take on certain legal responsibilities. After the payment of estate debts, the primary obligation of an executor is the transfer of the assets of the deceased to the beneficiaries named in the Will. But what happens...Read More
