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 · 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…
Strategic Financial Advice · A Will isn’t always the way You would have heard the saying: “where there’s a will, there’s a way”. This statement is usually used to encourage…