Is there a problem paying your super when you die?
The ATO is scrutinising delays in paying super after death, with complaints rising. Ensure your super reaches the right hands…
Estate Planning Archive
- Property ·
Should you be the ‘bank of Mum & Dad’?
As the baby boomer generation initiates a significant wealth transfer, the 'bank of Mum & Dad' becomes crucial in bridging…
A new child means a new will
Having a baby means so many new decisions and responsibilities from choosing a name to registering for MCC membership. But…
Medical Power of Attorney
Advanced care directives will take the place of medical POAs being legal documents that can include legally binding instructions as…
Same Sex Marriage – have you updated your will?
If couple have now been married or planning their marriage, then they also need to plan to update their wills…
Who’ll inherit your family heirlooms, if not your kids?
If you’re a baby boomer, you may be considering passing down some of your treasured possessions to your children or…
Asset Ownership – it pays to get it right!
When we buy property or other assets we generally give little or no thought to the legal ownership of that…
Death and small business CGT concessions
When a person dies, their assets are transferred to their legal personal representative (LPR) or are acquired by a surviving…
Property Inheritance – CGT & Property Sales
In my previous article I mentioned that if you inherit a dwelling and later sell or otherwise dispose of it,…
Property Inheritance – CGT Implications
Since the introduction of capital gains tax in September 1985 if you inherit a dwelling or other property and later…
Deceased estate checklist
This checklist will help you manage the Australian tax affairs of someone who has died. If the deceased person's tax affairs…
Estate Planning & Land Tax
Deceased estates and Stamp duty - the transfer of property in accordance with the terms of a will or codicil…
