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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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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Proactive action for the new Division 296 $3M super cap
Division 296 tax will come into effect this financial year and will have important implications for many Self-Managed Super Fund members and their Estate Planning.
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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?
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Are your digital assets documented in your Will?
Digital assets have become an essential part modern estate planning. Here’s how to ensure they’re passed on according to your wishes.
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General vs Enduring Power of Attorney – what’s the difference?
A Power of Attorney is an estate planning document that transfers authority and decision making from one person to another.
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New Probate Filing Fees for Executors in Victoria – Effective 18 November 2024
The Supreme Court of Victoria has announced it will be changing probate filing and letters of administration fees for deceased estates from 18 November 2024.
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Are conditional gifts a good idea?
The classic conditional gift in a Will is a sum of money dependent on the beneficiary reaching an important milestone.
