Whilst we all feel for the plight of the two nieces featured in the story, there is an important point that can easily be missed.
Binding Death Benefit Nominations: Who Can Inherit Your Superannuation When You Die? Read More »
If you’ve looked into estate planning recently, you’ve probably seen everything from “free Wills” to fixed-price packages.
Estate Planning Isn’t One-Size-Fits-All Read More »
The short answer: yes, if the criteria are met, and in NSW, concessional duty of $750 may apply.
Can I Transfer my Commercial Property into my SMSF? Read More »
When someone offers to prepare a “free” Will, it is a tempting proposition. But are free Wills really free?
Are Free Wills Really Free Read More »
This is one of the most common questions we receive from clients, brokers and accountants. Unfortunately, there is a lot of conflicting information available, and some of it is incorrect. The rules also vary from State to State. This article relates to properties located in New South Wales.
When Should a Bare Trust Deed be Signed and Stamped Read More »
In an age of digital convenience, it’s tempting to believe that artificial intelligence and online templates can replace the careful guidance of an experienced lawyer and save you money.
Can’t I Just do an Online Will? Read More »
If you have a family trust there is a high likelihood that its trust deed is an off the shelf document that was arranged by your accountant when the trust was first established.