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    News Categories  Estate Planning

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testamentary-trust
1: Trying to ‘rule from the grave’? The trouble with testamentary trusts | May 11, 2025

When it comes to divvying up your estate after death, testamentary trusts are often touted as an option. They can be a way to ‘rule from the grave’, giving you more control over the way your assets are distributed – placing them in a trust, rather than having them given directly to your beneficiaries…





deceased-estate-service
2: A step by step guide to administering a deceased estate | March 19, 2020

The period surrounding the loss of a loved one is always a difficult time. When all you want is time to grieve, administering a deceased estate can be seriously challenging. With this in mind, we have put together a guide to help walk you through the basic steps involved in administering a deceased estate…





Millie-Phillips
3: Millie Phillips, once Australia’s richest woman, creates chaos over her Will | November 19, 2019

The dirty laundry of a wealthy Sydney family has been aired in court during a battle over the colourful 90-year-old matriarch’s multimillion-dollar fortune…





Death duties in Australia
4: Death duties (Inheritance taxes) in Australia are Inevitable, says expert | November 8, 2019

Australian taxpayers are “bound to” be hit with an inheritance tax, Chief of financial advice firm Stanford Brown, Jonathan Hoyle has said, pointing to similar policies in the UK and US…





Losing your inheritance
5: How to stop your new spouse from cheating your kids out of inheritance | August 20, 2019

How would you feel if your estate went to a complete stranger, someone you’d never even met, instead of going to your children? It’s more likely than you might expect. Protecting your children’s inheritance is about good planning – and that can only happen through pragmatic awareness and recognition of what is legally possible…





Bob-Hawkes-daughter-to-dispute-Will
6: Bob Hawke’s Will To Be Legally Challenged By His Daughter | July 16, 2019

The daughter of Bob Hawke is reportedly mounting a legal challenge against Blanche d’Alpuget over his will, two months after his death…





fearless-folder
7: In Case I Unexpectedly Die – See My Fearless Last Wishes | July 14, 2019

Scott Pape from the Barefoot Investor has suggested that we all prepare a ‘fearless folder’ in the event of our untimely death, so that our family will know all our expectations and social media details not found in a traditional Will…





DIY-Wills
8: Nine most common traps for DIY wills | April 13, 2019

While more Australians are aware of the importance of having a will, simply buying a do-it-yourself will kit from a newsagent and filling it out yourself can cause more problems than it solves.
..





testamentary trust
9: How to Protect Your Child’s Inheritance from a Future Divorce | June 20, 2018

The Selths believe their testamentary trust strategy will make it more transparent and equitable for all beneficiaries. “We had a will but it didn’t embrace everything we wanted. We knew where we wanted the money to go but we wanted to be sure the beneficiaries were our kids but that they were protected in the case of divorce.”..





kylie parker
10: Important Financial Checklist for those about to Marry again | April 23, 2018

For chartered accountant Kylie Parker, who is about the embark on her third marriage, making sure there is a record of what is brought into the union is top-of-mind…




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