Will Preparation

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...

What most people don’t realise is that estate planning is more than just making a Will. Estate planning also deals with the ways in which your assets are held and can be effected by any trust, companies or the way in which particular assets are owned. Here are some tips...