by Tony Kelly | Oct 30, 2018 | Binding Death Benefit Nomination, Estate Planning, Self Managed Super Fund, Superannuation
The decision of the Supreme Court of Queensland in the recent case of Re Narumon Pty Ltd [2018] QSC 185 highlights the importance of having a correctly drafted binding death benefit nomination (‘BDBN’) which is non-lapsing as it gives a validly appointed attorney the...
by Tony Kelly | Mar 13, 2018 | Estate Planning
“Can’t you wait till I’m dead?” A client of mine, of German extraction, visited his elderly father several years ago who asked him to explain what the provisions made in his will. The heading to this article was the father’s response! This response recently came to...
by Tony Kelly | Oct 1, 2017 | Estate Planning
“By failing to prepare, you are preparing to fail.” – Benjamin Franklin I am often referred clients from other practitioners and professionals in complimentary fields. Recently I received an email to the following effect: “Hello Tony, I referred a gentleman to you...
by Tony Kelly | Jul 20, 2017 | Global Partnership Family Offices
Tony Kelly is the Australian representative of the internationally based Global Partnership Family Offices, which serves the family office community as a private and impartial peer-to-peer networking forum. Underpinned by a Family Office Advisory Board, the Global...
