Distributing Death Benefits in SMSF’s – Trustees must proceed with caution
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...
Read MoreDiscussing Agreed Fixed Pricing and Probate in the Media
The West Australian wrote an article addressing probate and the process of activating a deceased person’s will. The costs involved in gaining legal advice to assist in this process can add to several thousand dollars as most firms charge by the hour. Lynn and Brown Director, Jacqueline Brown, was interviewed...
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