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Most of an executor’s tasks are not urgent. However, it is important to secure the deceased’s assets as soon as possible after death.

Being an executor or administrator of a deceased estate is complex and comes with significant, and often under-estimated responsibilities. An executor can be held…

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…

Recently, individuals across Australia have faced financial losses due to hackers impersonating law firms or other parties involved in legal matters. These cyber criminals…

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…