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There are two ways that people can co-own property: joint tenancy and tenancy in common. Joint tenancy A joint tenancy is where two or…

Testamentary trusts are a powerful estate planning tool. They will save your family tax after you die, save your inheritance from divorce and bankruptcy…

It’s unusual, but sometimes a person dies without a will and without any relatives who would be entitled to the estate under the rules…

If you have a business, company, family trust or SMSF, estate planning usually includes preparing a written estate plan to help you and your…

Estate planning is about developing a strategy to ensures that your assets are distributed according to your wishes. A comprehensive estate plan will ensure…

What are superannuation death benefits? Superannuation death benefits payments consist of the member’s super balance (less any appropriate charges and taxes) plus any life…

Despite common misconceptions, your superannuation doesn’t automatically form part of your estate when you die. Superannuation death benefits are held by the trustee of…

A superannuation proceeds trust is a type of testamentary trust that can assist to save tax if your superannuation death benefits (including any life…

If you assumed that your superannuation death benefits are automatically gifted to your loved ones under your will, you wouldn’t be alone.  However, it’s…

There are several options available for replacing a deceased or incapacitated controller, however all are dependent on what the trust deed for your particular…