Estate Planning & Deceased Estates

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The Victorian Court of Appeal has recently handed down its decision in Wareham v Marsella [2020] VSCA 92 which has highlighted the need for trustees of SMSF’s to proceed cautiously when resolving to distribute a deceased member’s SMSF benefits in the absence of a valid binding death benefit nomination. This...

If you are one of the almost 50% of Australians who have taken the time and effort to make a will then well done- you are already ahead of the pack.  But don’t get complacent just yet. A will is not a “set and forget” kind of thing. You must...

If this has happened to you then you should contact a lawyer for expert advice immediately. In some circumstances, there is legislation that can allow you to make a challenge to a Will if you have not been properly or adequately provided for in the Will. However, it is important...

Separation can be a difficult time for lots of people. It can be taxing emotionally and, in some cases, financially as well. There’s a lot of stress associated with separation and sometimes it can be confusing to know what to do. One of the things that needs to be done...