News/Blog
How Estate Planning Lawyers in Melbourne Saved a Family $450,000
How Smart Estate Planning Saved a Melbourne Family $450,000 When it comes to estate planning, the smallest details can make a huge financial difference. A recent case handled by our boutique firm of wills and probate lawyers in Melbourne highlights how careful...
How to Avoid Division 296 Tax Changes
What You Need to Know About the Proposed Division 296 Superannuation Tax Changes The Australian Government has proposed significant changes to how superannuation earnings are taxed for individuals with substantial retirement savings. Known as Division 296, this...
What are ‘chattels’ and why are they important?
In the domain of estate planning and inheritance law, one might come across the term “chattels” quite often, especially in instances where assets are distributed when someone dies without a valid will (intestacy) or when detailed instructions are stated by a willmaker...
What happens to my pets when I die?
When a lawyer, accountant or financial planner asks you about your Will, they will typically ask about the distribution of assets (such as the family home, cash or cars) to beneficiaries (usually spouses, children and other friends or family). Where do pets fit into...
Update – Superannuation Binding Death Benefit Nominations
In 2018, Tony Kelly published a blog post regarding the Supreme Court of Queensland case of Re Narumon Pty Ltd [2018] QSC 185. Re Narumon revolved around the ability of an Attorney appointed under a valid Enduring Power of Attorney to renew the principal’s...
Important considerations for your superannuation
Superannuation is a key component of your Estate Plan. While your superannuation sits “outside” of your personal Estate in its own ‘silo’, any discussion around your Will should nevertheless take into account your superannuation death benefits. In this post, we...
