When Inheriting a Home Isn’t Tax-Free: What a New ATO Draft Ruling Means for Estates
ATO draft ruling explains when inherited property qualifies for CGT exemption. Learn why will wording, rights to occupy, and trusts matter.
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A Letter from Your Lawyer (When You Turn 18)
You might not expect to receive a letter from a lawyer at 18, but your parents have asked me to prepare a Will for you now that you are an adult. Here are some clear reasons to get this sorted early.
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Why family conflicts are more common in Estate and Succession Planning than you think
When it comes to managing family wealth, most people assume their family is the exception. But what if conflict arises?
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Why Secure Legal Document Storage Matters When Executing Your Estate
Secure legal document storage is the solution to a lot of headaches and heartaches that can come with estate administration and probate delays.
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Electronic versus Wet Ink Signatures in Australia
Clients commonly ask: “Can we sign this document electronically, or do we need a ‘wet ink’ signature?” Here’s what you need to know!
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Protecting vulnerable members: Addressing financial abuse in Self Managed Super Funds
Inquiries have estimated that financial abuse costs Australians billions of dollars every year, and SMSFs can be especially vulnerable.
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Prevention is better than cure: Estate and financial planning
Why Estate Planning isn’t just for old people and financial planning isn’t just for rich people When you hear the words estate planning or financial advice, it’s easy to think: “That’s something I’ll worry about when I’m older” or “That’s only for people with serious money.” But, the earlier you start, the more options and…
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Why SMSF estate disputes are rising & how you can avoid them
SMSF estate disputes are rising across Australia, with Victoria especially at risk as property values climb. Learn the common triggers and practical steps to help protect your fund and your family.
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Does Australia have a “Death Tax”: What are the tax implications when you pass away?
A “death tax” is a tax paid when you inherit money or assets after someone dies. Other countries have estate taxes, but does Australia?
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Testamentary Trusts Explained
A testamentary trust is a type of trust created through a Will. But, how does this estate planning tool work and why should you use one?
