Getting your estate documents together

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Jonathan See of Townsends Business & Corporate Lawyers recently published an article on ‘Preparing for the Inevitable: Getting your estate documents together‘.  Below is an excerpt, the suggested list of

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Asset rich, cash poor: Meeting cash obligations with all eggs in one basket

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What to do when the fund owns a property and one of the members dies.  Can the fund delay selling the property to pay the death benefit? A self-managed superannuation

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New testamentary trust law

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New law closes loophole on Favourable Tax Treatment of Income from Testamentary Trusts. Testamentary trusts are trusts created by the testator under the will to be established upon the death

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Plan B: SMSF pension strategies during the COVID-19 recession

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Investment values have nosedived but an SMSF is still required to pay the minimum pension amount – Townsends Lawyers believe it’s time for Plan B. Retirement is supposed to be

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Overcoming Asian reluctance to estate planning

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Migrants or permanent residents in Australia who have backgrounds from Asia are often very averse to discussing estate planning.  There are a number of time-honoured cultural reasons for that, but

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