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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How to stop paying tax and other debts on your inheritance

Filed under: Succession Planning, Administration of Estates, Family Provisions

The best way is to ask your parents to see an expert business and estate planning lawyer (like Leigh Adams Business Lawyers) who can structure their affairs...

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In today’s world, it is becoming increasingly common for people to be part of blended families where the children’s parents have remarried. In such cases,...

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FAQs

When can the court dispense the requirements for execution, alteration or revocation of a will?

Date: 01 Oct 2017, Filed under: Wills

Using the Succession Act 2006 (NSW) as our example, the court may dispense with the formal requirements for the execution, alteration or revocation...

Is there a moral duty requirement in relation to family provision?

Date: 01 Sep 2017, Filed under: Wills, Estate Planning, Administration of Estates

When analysing the concept of moral duty in regards to family provision, the initial test which first addressed the concept was set by the Privy Council...

Can I make a gift for maintenance of my pet?

Date: 01 Aug 2017, Filed under: Wills, Administration of Estates

The position in Australia is that for the most part, a beneficiary must be a person in order for the courts to decree performance. Furthermore, in order...

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Related News

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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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