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Searching Content indexed under Wills/ Intestacy/ Estate Planning by Clinton Jackson ordered by Published Date Descending.
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1
Super death benefits, estate administrators and conflicts: the war continues
There was a conflict between the roles of administrator of her late husband's estate and claimant of his death benefit.
Australia
22 Apr 2019
2
Reversionary pensions and transfer balance caps
These new rules need a fundamental review of estate plans, where there are funds in superannuation, particularly SMSFs.
Australia
30 Aug 2018
3
Attorney can make a superannuation binding nomination on behalf of a member – confirmed by the Supreme Court of Queensland
Recent case provides clarity on the power of an attorney to make, renew or extend a BDBN on behalf of a member.
Australia
28 Aug 2018
4
Trust splitting: no longer an estate planning option?
Draft taxation determination 2018/D3 outlines the ATO view that a trust split potentially triggers CGT consequences.
Australia
10 Aug 2018
5
SMSF death benefit challenged – Supreme Court to decide validity of reversionary pension and binding death benefit nomination
The outcome of a recent case (where Cooper Grace Ward acted for the trustee) will have wide implications for SMSFs.
Australia
7 Aug 2018
6
Have you reviewed your estate planning after the 2016 Budget changes?
These 2016 Budget changes have quite significant implications on the effectiveness of a member's existing estate plan.
Australia
4 Aug 2018
7
Six-member SMSFs: Is it that straightforward?
Although the Budget did announce an increase in the maximum number of SMSF members, there are other issues to consider.
Australia
18 May 2018
8
Discretionary trusts: can you effectively pass on control when you die?
Recent case highlights the importance of a well drafted trust deed that facilitates the passing of control.
Australia
28 Mar 2018
9
Establishing a trust – unintended consequences when it goes wrong!
Whilst establishing a trust is simple, it is often not done properly.
Australia
21 Mar 2018
10
Succession law update – new approach to treatment of de facto relationships in Queensland
The Succession Act 1981 (Qld) was amended to change the impact of de facto relationships on Wills and estate disputes.
Australia
10 Aug 2017
11
Estate Planning Masterclass – The basics of Wills and Estate Administration
This paper highlights recurrent problems in estate administration, but more obscure as they are not immediately obvious.
Australia
30 Sep 2016
12
Essential tool for family business in primary production: extension of duty exemption
The Queensland Government has extended the duty exemption for transfers of assets used in a primary production property.
Australia
6 Jul 2016
13
Superannuation and Wills
The paper considered the elements that must be considered and balanced when dealing with superannuation death benefits.
Australia
15 Jul 2015
14
Superannaution pensions and estate planning: tax-free status to continue even after death
The tax-free status of income from a superannuation pension will extend until a deceased member's benefit is paid.
Australia
11 Nov 2012
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