Planning Your Estate

Planning Your EstatePlanning an estate requires significant thought to be given to how you wish your assets to be treated upon your death or the death of your partner. As part of your plan you might want to make a detailed account of who should have control of your estate and how it should be distributed. This site provides a useful place to start when considering the legal implications of your estate plans.


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Related Articles

1-3 of 227 results

How to set up a Testamentary Trust after death

Filed under: Equity & Trusts, Estate Planning, Succession Planning, Administration of Estates, Estates, Family Provisions

Wills using testamentary trusts are the starting point for most estate planning endeavours. They can ensure that wealth will pass to the intended beneficiaries...

The rules of intestacy in Australia

Filed under: Wills, Estate Planning, Estates, Family Provisions

One of the most important things a person can do is to have a valid will. However, death can occur unexpectedly and if there is no valid will, the estate...

What happens to a person’s estate if they die with no will?

Filed under: Wills, Estate Planning, Succession Planning, Administration of Estates

One of the most important things a person can do is to have a valid will. However, death can occur unexpectedly and if there is no valid will, the estate...

FAQs

What is a living will?

Date: 01 Apr 2017, Filed under: Wills

The term ‘living will’ is somewhat misleading in that it is not a document related to how a person’s assets are to be dispersed upon...

What is undue influence?

Date: 01 Mar 2017, Filed under: Equity & Trusts

For the most part, undue influence may be more applicable to the impaired judgment of the weaker party as opposed to the conduct of the stronger party....

Can a superannuation benefit be paid into an estate?

Date: 01 Jan 2017, Filed under: Superannuation & Elder Law, Estate Planning, Administration of Estates

There may be an obligation for the superannuation death benefit to be paid into an estate via a trust deed, or a binding death benefit nomination. Furthermore,...

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Related News

1-3 of 92 results

Over 400 individuals and companies convicted for tax and super offences

Date: 11 Dec 2012, Filed under: Superannuation & Elder Law, Taxation law

In the last quarter, 465 individuals and companies were convicted for tax and superannuation criminal offences resulting in over $1.56 million in fines...

Paul Keating calls for Government longevity insurance fund

Date: 30 Nov 2012, Filed under: Banking & Finance, Superannuation & Elder Law

In an address to the ASFA 2012 National Conference, former Prime Minister Paul Keating called for the establishment of a Government-administered longevity...

Early access to SMSF money included in taxpayer's assessable income

Date: 14 Nov 2012, Filed under: Superannuation & Elder Law, Taxation law

The AAT has upheld the Commissioner's decision to count money withdrawn from a self-managed superannuation fund (SMSF) in breach of the SIS Act as part...

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