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Searching Content indexed under Wills/ Intestacy/ Estate Planning by Scott Bartlem ordered by Published Date Descending.
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1
A safe harbour for executors selling estate property outside of the two-year limit
Executors facing difficulties selling the estate property within two years are now protected by the safe harbour rules.
Australia
17 Oct 2019
2
Is your childrens inheritance protected if you die before your spouse?
Unless special arrangements are added for the children, the survivor is free to alter their Will after their spouse dies.
Australia
19 May 2019
3
Superannuation death benefits and conflicts – the WA Supreme Court weighs in Burgess v Burgess
This case reinforces the need for an integrated approach for superannuation entitlements as a part of all estate plans.
Australia
3 Nov 2018
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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
12
The risks of DIY estate planning
This recent Queensland case highlights the potential risks of failing to seek proper advice about your estate planning.
Australia
8 Jan 2016
13
What is an executor and what do they do?
An executor is a person appointed in someone's Will to manage their affairs and carry out their wishes after they die.
Australia
29 May 2014
14
Reminder of importance of dealing with SMSF balances in estate planning
A recent Western Australian case serves as a reminder of the importance of careful estate planning with regard to a SMSF.
Australia
20 Nov 2013
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