down-arrow-icon
August 29, 2024—

A CGT Event K3 – Do you have a beneficiary in your Will who is a non-resident for tax purposes?

Written by: Chloe Kopilovic
In a post COVID world, we have largely returned to circumstances which may mean that one or some of your loved ones are living overseas…
read more
June 1, 2024—

What is your Superannuation Death Benefit?

Written by: Chloe Kopilovic
Upon the death of a person, if they had superannuation (whether in a self-managed superannuation fund (SMSF) or in an industry fund such as QSuper…
read more
January 18, 2024—

Contesting a Will and filing caveats

Written by: Chloe Kopilovic
If there are issues with a Will or in an estate, there is an option of filing a ‘caveat over the Will’ or a ‘caveat…
read more
November 1, 2023—

The difference between separation and divorce when it comes to your estate planning

Written by: Chloe Kopilovic
An interesting dynamic I often see when I am taking instructions for a client’s estate planning is that they have separated from their partner but…
read more
April 13, 2023—

Gifting to Charities in your Will

Written by: Chloe Kopilovic
It is not uncommon for people to give a gift or even a percentage of their estate in their Will to a charity or charities.…
read more
April 3, 2023—

Administering an estate: superannuation death benefit tax

Written by: Chloe Kopilovic
When I’m considering a client’s estate planning, it’s not just about considering their Will. It’s necessary to take a holistic approach, and it’s critical that…
read more
March 31, 2023—

Who is allowed copies of a Will?

Written by: Chloe Kopilovic
There is this long held belief by many that when someone dies there is to be a ‘reading of the Will’. However, in real terms,…
read more
March 7, 2023—

Who could make a claim on my estate?

Written by: Chloe Kopilovic
What is a claim? Generally, a ‘claim’ in an estate refers to what is called a ‘family provision application’. This is an application to the…
read more
May 23, 2022—

Death Benefit Tax – Will it apply to your beneficiaries or estate?

Written by: Chloe Kopilovic
When we meet with clients to review their estate and succession plan, we always ask the client to provide us with a summary of the…
read more
March 1, 2022—

Why it’s critical to ensure you know where your original Will is

Written by: Chloe Kopilovic
After someone passes, generally the first thing loved ones do is search for the Will. If you can’t locate the original Will, it is not…
read more
January 14, 2022—

New Year, New Estate Plan

Written by: Chloe Kopilovic
As we start a new year, it is important to remember that any change in life circumstances may impact on your estate plan. Engaged If…
read more
August 16, 2021—

Executor’s Commission – What is it and how does it work?

Written by: Chloe Kopilovic
Administering an estate can be an onerous task taking up time, potentially months, perhaps in some cases, years. In carrying out the role of administration…
read more
1 2 3 15