What happens to my super when I die?

For most Australians approaching retirement age, superannuation is a significant asset, and for many it is second in value only to their home. Clients are often surprised to learn that their superannuation does not automatically form part of their deceased estate and...

Will your last Will be your final word?

Will your last will be your final word on who gets your property and possessions? The answer is “not necessarily”.  The validity of a will can be affected  by such things as a person’s mental state at the time they made the will . More commonly family and dependants...

Mutual Wills – What are they?

Mutual Wills have been around since the late 1600’s and are a way to protect the assets of a beneficiary in the event of divorce or death. Best described as, contracts connected to the making of a will, a mutual will may be used to: Make a will with certain...

Estate Planning for Business Owners

Have you thought about how your business partnership or company might affect your estate planning? For example, how will you fund the pay out of your business partner’s family if your business partner dies or becomes incapacitated? Many people who are involved in a...