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5 Articles found
Is it better to bestow gifts while you’re alive or in your Will?
We often are asked about making gifts during your lifetime (called inter vivos gifts[1]) or whether to deal with them under the Will. This can, if not dealt with appropr...
MoreAn enduring power of attorney (EPOA) and what it means to you
Why have an EPOA An EPOA allows you (the Principal) to appoint person/s (the Attorney/s) to make decisions about personal matters (including health matters) and/or financ...
More2020
Non-contact estate planning during COVID-19
In these uncertain times, more and more people are starting to think about drawing up a Will. But what does that look like when you add a lockdown and social distancing i...
More2019
Commissioner’s discretion to extend the two year period to disregard capital gains tax in relation to the disposal of
This article explores the implications of the Australian Taxation Office’s Practical Compliance Guidelines PCG 2019/5 (Guidelines) which establishes guidelines for the
More2018
The role of the Enduring Power of Attorney in relation to binding death benefit nominations
This article explores the role of the enduring power of attorney to effectively make a binding death benefit nomination after a member of a self-managed superannuation fu...
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