Informal Wills

Informal Wills

In order to make a valid Will, there are two basic requirements: The Will must be in writing. The Will must be signed in front of two witnesses. The Wills Act 1997 sets out further obligations on how to comply with the above requirements which can be quite technical. There are ways to prove a…

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Leaving Gifts in Wills

Leaving Gifts in Wills

We often get asked by our clients how they can leave a gift in their Will for their loved ones. The gifting wishes of each client varies; some choose to gift a particular piece of jewellery while others have a long list of items they wish to gift to different people. There are many types…

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Digital Assets

Digital Assets

In our ever growing and changing world, the type of assets we hold at the time of our deaths are also evolving. In addition to real property and personal property we now also have digital property. These can be categorised into two main categories – Digital Records are items that are not strictly the user’s…

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SMSFs & BDBNs

SMSFs & BDBNs

In our last article we wrote about putting in place your binding death benefit nomination (BDBN) in your superannuation. In this article we would like to refer to superannuation held in a Self-Managed Superannuation Fund, an SMSF for short. Same as your industry owned superannuation, you can name a beneficiary to inherit your superannuation under…

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Who should I name as my Superannuation beneficiary?

Who should I name as my Superannuation beneficiary?

As part of our estate planning services, we will talk to you about your superannuation and if you have a binding death benefit nomination in place. Generally, your superannuation does not form part of your estate and is not distributed under your Will. If you do not have a binding death nomination in place upon…

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