Living Estate Planning · 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…
Living Estate Planning · MEDICAL POWER OF ATTORNEY Advanced care directives will take the place of medical POAs being legal documents that can include legally binding instructions as…
Living Estate Planning · 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…
Living Estate Planning · 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…
Living Estate Planning · 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…
Living Estate Planning · 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,…
Living Estate Planning · Property Inheritance – CGT Implications Since the introduction of capital gains tax in September 1985 if you inherit a dwelling or other property and later…
Living Estate Planning · 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…
Living Estate Planning · Estate Planning & Land Tax Deceased estates and Stamp duty - the transfer of property in accordance with the terms of a will or codicil…
Living Estate Planning · Trusts & Estate Planning A trust is a separate legal entity which holds assets, such as property or cash. and have a number of…
Living Estate Planning · Family Trust Distributions to Children – THE IMPORTANCE OF PLANNING Family trusts have many advantages, one of these being the ability to distribute business profits to your children. This is…
Living Estate Planning · When to lodge a date of death tax return? As executor you need to lodge a date of death tax return on behalf of the deceased person if they: