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
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
I have written previously about the pitfalls of home-made Wills. Although it may sound like I’m trying to drum up business in recommending your Will be prepared by a solicitor, there is some support from Master Sanderson in a recent Supreme Court of Western Australia...Read More
Many clients who we assist with their estate planning have involvement in a Trust. When the Trust is established, it comes with a ‘rule book’ known as the Trust Deed. The rule book sets out important matters such as the Trustee, the Beneficiaries, distribution of...Read More
For a lot of people, a New Year’s Resolution is something that goes in one year and out the other…. The start of the new year is the ideal time for you to review and update your estate planning. As your life changes, so should your plan. Have you: Purchased a...Read More
