NEWS + BLOG

Is your Binding Death Benefit Nomination valid?
Is your binding death benefit nomination valid? In the case of Williams v Williams & Anor [2023] QSC 90 a Binding Death Benefit Nomination was found to be invalid because it did not comply with the specific requirements of the SMSF’s governing rules.

Trustees beware
As a trustee, you have a crucial obligation to act in good faith, responsibly, and reasonably. You must inform yourself of all relevant matters before making any decisions and seek professional advice when required. Failure to do so can result in serious consequences, such as being removed as a trustee or held personally liable for losses suffered by the trust or beneficiaries.

How Divorce Affects Your Estate Planning
Going through the process of divorce is difficult, and there are a number of considerations to make to protect your assets going forward. In this blog we outline key changes to consider in your will and provide a checklist of priority actions for your estate plan after separation and divorce.






Can a step-child contest their step-parent’s Will?
The listed beneficiaries on a will are often family members, however, they can be any person or organisation nominated by the person making the will.

Writing a Will? Here’s What You Need to Consider
Writing a Will isn’t as easy as you think. It’s a legally binding document that can impact the future of your loved ones or beneficiaries. You have a lot to think about, and while going through all the considerations, you may leave out key details.

The Hidden Cost of “Free” Wills
The Public Trustee has an important role to play but clearly needs a thorough review of how its purposes are achieved.
One of the issues, in our view, is that the Public Trustee is, and is expected to be, self-funded. The Public Trustee provides “free” Wills which means…

Women Should Have Louder Voices In Succession Planning
Succession planning can be a touchy subject — but one that is necessary for securing the future success of your business or family.

What is a Testamentary Trust and Should I Have One?
Incorporating a testamentary trust within your will can provide significant flexibility along with asset protection and tax minimisation for those who benefit from your estate.

A Guide to Wills for Young People — and When to Use a Lawyer for Wills
We have your best interests at heart, which is why we've written this guide to explain the importance of wills and why they're absolutely relevant to all people, young and old.
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