estate planning

Keen to maintain your family wealth? Structure spells success

Late in 2018, the comparison website finder.com.au conducted a survey of thousands of Australians and found that about 52% (equivalent to about 10 million citizens if extrapolated to the entire population) did not have a valid will. The risk of dying intestate is of course that one’s assets are likely to be distributed by your

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Dealing with disputes about inheritance the best way possible

  Estate and inheritance litigation and disputes are often highly emotionally driven.  Parties often ignore the tax consequences of the matter until it is too late. Tax & Super Australia is hosting a special workshop for a Melbourne audience that should be a great help for practitioners dealing with clients who are in the midst

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Overview of estate planning and testamentary trusts

Estate planning involves developing a strategy to deal with assets after a person dies – with the legal instruments and structures, such as a will, put in place to transfer the ownership of these assets in the event of death. Estate planning and testamentary trusts Tax is a major consideration in estate planning, and strong

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Deceased estates: Things you need to know

Unfortunately, having to deal with managing a deceased estate is a task many of us will have to shoulder at some stage in our lives — but having some familiarity with what’s involved beforehand will hopefully ease the burden. It is worth remembering that the law that applies to the assets and income of a

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