How Superannuation Is Treated After Death. The one asset many Australians forget about in their Estate Plan. When most people think about estate planning, they usually focus on: Their home; Savings; Investments; or Who gets the family jewellery. But one of the most important assets people forget about is often sitting quietly in the background the entire time: superannuation. Importantly, your super does not automatically [...]

Thinking About Moving in With Family? Why a Granny Flat Agreement Matters. As parents get older, many families start thinking about whether Mum or Dad should move in with an adult child, build a granny flat, or contribute money towards renovations or a larger home. These arrangements can work very well. They can provide companionship, practical support and peace of mind for everyone involved. [...]

What’s a Will with a Testamentary Trust and Why Might You Want One Instead of a Basic Will? Estate planning can feel like one of those “I’ll deal with it later” jobs but getting it right can make a huge difference for the people you care about. A basic Will is a great start, but sometimes it just doesn’t offer enough protection or flexibility. That’s [...]

Have you planned for the future? Planning ahead is one of the most important steps you can take to protect your family, your assets, and your peace of mind. Estate planning ensures your wishes are clearly documented and legally protected, giving you confidence that the people and causes you care about will be looked after. A well-structured estate plan sets out how your assets will [...]

Many people choose DIY will kits because they appear quick and inexpensive. However, that short-term convenience can lead to long-term legal uncertainty, family disputes, and extra costs for your family. This article outlines the key risks and practical next steps for anyone in New South Wales considering a DIY Will. Key Pitfalls of DIY Will Kits in NSW Invalid execution and witnessing errors: NSW law [...]

As the modern Australian family evolves, so too does the legal battlefield over inheritance. Blended families, where partners bring children from previous relationships, are increasingly common, and so are the inheritance disputes they can sometimes generate. When love and legacy collide, family provision claims under the Succession Act 2006 (NSW) often turn the courtroom into a stage for airing personal grievances, addressing financial need, and [...]

Estate planning is crucial for everyone, but for business owners, it’s even more vital. It not only protects your personal and business assets but also ensures that your business can continue operating smoothly in the event of your incapacity or passing. Let’s explore the key elements every business owner should consider. Why is Estate Planning Important for Business Owners? As a business owner, one of [...]