Not sure where to start? Ask.Will™

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Although most Australians know the importance of having a valid will, the nuances of how — and what — can be challenging. Understanding and using those nuances is what turns

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14 May 2019

Where is your trust deed?

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Document provider, SuperCentral, gets calls from SMSF clients weekly asking where their trust deeds are stored. Peter Townsend from SuperCentral said that he sometimes feels like he is running a

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05 Mar 2019

Avoid surprises after divorce with a family provision waiver

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It might come as a surprise to learn that a former spouse, or a spouse from whom you have separated, can still make a claim on a deceased estate even

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21 Feb 2019

A Will should be updated or reviewed every 3 years

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Marie had two daughters. Before his death her husband gave the majority of his estate to the elder daughter on the understanding that Marie would eventually give the family home to

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18 Feb 2019

When gifting your estate, why stop at grandchildren?

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Just how many generations of your descendants should you consider in your Will and is there an easy way to do it? No one has ever said that to me

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30 Oct 2018

No joy in pulling the ATO’s tail

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An SMSF trustee who objected to an ATO determination about a breach of a trustee’s covenant found himself disqualified as a trustee. George Hart was a trustee of the Hart

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04 Oct 2018

Limited capacity clients and their estate plans

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Advisers can face many challenges when working with clients who they believe may have limited capacity. What does it mean to be mentally/legally incapable? What is the test that is

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11 Sep 2018

SUPERCentral announces launch of estate planning tool Ask.Will™

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SUPERCentral has announced it would be launching a first-to-market, estate planning tool, Ask.Will™ Ask.Will is a new client support service that helps Advisors to open estate planning discussions with their

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27 Aug 2018

Can you sue your SMSF auditor if things don’t go to plan?

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The NSW Court of Appeal has overturned the decision of the trial judge and held that an SMSF auditor was liable to pay damages for losses incurred by the SMSF.

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08 Aug 2018

SMSFs as ‘wholesale clients’ or ‘sophisticated investors

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It can be beneficial sometimes for an SMSF to be considered a ‘wholesale client’ or a ‘sophisticated investor’ in order to get access to investments that might not be open

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18 Apr 2018