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“In Love Again? Better see a Lawyer…”

“In Love Again? Better see a Lawyer…”

When helping clients prepare Wills, it is common to receive these instructions ‘Everything goes to my spouse and then to the kids equally”. The surviving spouse often ends up with the jointly owned assets and superannuation too. When the surviving spouse passes away,...Read More
The Tax Man Cometh …….

The Tax Man Cometh …….

One of the various roles of an Executor is to make sure that all estate debts are paid. In particular, an Executor needs to make sure any tax liability of the deceased during their lifetime or of their estate is accounted for. Keeping records of everything that might...Read More
HIT THE BRAKES … !

HIT THE BRAKES … !

If you are appointed as the executor of an estate, you have a number of duties cast upon you. They include: maximising the size of the estate for the beneficiaries; and preparing any necessary tax return or obtaining Income Tax Clearances. Estate administration...Read More
Are you at your (super) limit…?

Are you at your (super) limit…?

The preparation of your estate plan involves a number of matters, especially the payment of your superannuation death benefit. From 1 July 2017 a “Transfer Balance Cap” was introduced.  In broad terms, the effect of the Cap is to limit the total amount of...Read More
A little respect …. for my wishes!

A little respect …. for my wishes!

I often write about the importance of having a valid Will. You might have been as surprised as I was to learn that Aretha Franklin, “the Queen of Soul”, died without a formal Will. By not making a formal Will, the famous singer sparked more than four years of bitter...Read More