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Peter Brock and his will(s)story

Estate Planning, Expert Advice, July 2014 Issue 95 July 01, 2014 7:58 pm

Peter Brock and his will(s)story

Estate Planning, Expert Advice, July 2014 Issue 95 July 01, 2014 7:58 pm

I was reading the Australian’s Women’s Weekly the other day (as you do) when I came across an article abo ...

I was reading the Australian’s Women’s Weekly the other day (as you do) when I came across an article about the estate of Peter Brock. It is a salutary lesson in being prepared for one of the two cert ...

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What women need… superannuation!

Estate Planning, Expert Advice, June 2014 Issue 94 May 29, 2014 9:27 pm

What women need… superannuation!

Estate Planning, Expert Advice, June 2014 Issue 94 May 29, 2014 9:27 pm

Let’s be honest, superannuation is definitely not the most attention-grabbing topic we can discuss. But h ...

Let’s be honest, superannuation is definitely not the most attention-grabbing topic we can discuss. But here’s the thing. Unless you like eating baked beans in your retirement, superannuation is reall ...

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An estate plan is not just a will

Estate Planning, Expert Advice, May 2014 Issue 93 April 24, 2014 10:57 pm

An estate plan is not just a will

Estate Planning, Expert Advice, May 2014 Issue 93 April 24, 2014 10:57 pm

Okay so you finally go around to doing your will. Well done! You will probably find that spending a littl ...

Okay so you finally go around to doing your will. Well done! You will probably find that spending a little bit of time (and money) drafting your will goes a long way to giving you some peace of mind. ...

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Loans by parents to children

April 2014 Issue 92, Estate Planning, Expert Advice March 27, 2014 2:46 pm

Loans by parents to children

April 2014 Issue 92, Estate Planning, Expert Advice March 27, 2014 2:46 pm

With the price for real estate, parents will often assist their children to obtain their first property b ...

With the price for real estate, parents will often assist their children to obtain their first property by advancing money to that child. In happy times, it is of great assistance to the child. Howeve ...

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SMSF trustees: lessons for the blended family

Estate Planning, Expert Advice, March 2014 Issue 91 February 27, 2014 4:19 pm

SMSF trustees: lessons for the blended family

Estate Planning, Expert Advice, March 2014 Issue 91 February 27, 2014 4:19 pm

In Wooster v Morris [2013] VSC 594 (1 November 2013), the trustees tried to say that a binding death bene ...

In Wooster v Morris [2013] VSC 594 (1 November 2013), the trustees tried to say that a binding death benefit nomination or BDBN did not bind them. They had to pay the death benefits and the cost of th ...

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Do you have a business succession plan in place?

Estate Planning, Expert Advice, January-February 2014 Issue 90 January 14, 2014 5:08 pm

Do you have a business succession plan in place?

Estate Planning, Expert Advice, January-February 2014 Issue 90 January 14, 2014 5:08 pm

All relationships come to an end. Personal relationships through death or divorce. Business relationships ...

All relationships come to an end. Personal relationships through death or divorce. Business relationships through death or retirement. So ending a business relationship may be planned (retirement) or ...

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SMSFs and separation

December 2013 Issue 89, Estate Planning, Expert Advice December 03, 2013 6:16 pm

SMSFs and separation

December 2013 Issue 89, Estate Planning, Expert Advice December 03, 2013 6:16 pm

As Neil Sedaka crooned “Breaking up is hard to do”. But it is doubly hard if you are both members of an S ...

As Neil Sedaka crooned “Breaking up is hard to do”. But it is doubly hard if you are both members of an SMSF! In an SMSF, the individuals that "own" the fund have the dual role of trustee and member. ...

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An estate planning checklist

Estate Planning, Expert Advice, November 2013 Issue 88 November 07, 2013 8:14 pm

An estate planning checklist

Estate Planning, Expert Advice, November 2013 Issue 88 November 07, 2013 8:14 pm

If you are a diligent reader of this column, then you will already be aware of the importance of having a ...

If you are a diligent reader of this column, then you will already be aware of the importance of having a valid will. However there are other things that you should do to make the lives of your execut ...

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The appointment of a testamentary guardian and family law

Estate Planning, Expert Advice, October 2013 Issue 87 October 14, 2013 9:18 pm

The appointment of a testamentary guardian and family law

Estate Planning, Expert Advice, October 2013 Issue 87 October 14, 2013 9:18 pm

A testamentary guardian is a person appointed under your will to be the guardian of your minor children ...

A testamentary guardian is a person appointed under your will to be the guardian of your minor children in the event of your death. We often see clients after they have separated from the other paren ...

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Splitting a SMSF under the Family Law Act

Estate Planning, Expert Advice, September 2013 Issue 86 September 04, 2013 10:39 pm

Splitting a SMSF under the Family Law Act

Estate Planning, Expert Advice, September 2013 Issue 86 September 04, 2013 10:39 pm

When a couple separates, superannuation is an important issue to be taken into consideration. Since the i ...

When a couple separates, superannuation is an important issue to be taken into consideration. Since the introduction of the Superannuation Guarantee in 1992, the amount of money in superannuation is e ...

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