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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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June 11, 2021—

Are you an executor selling an estate property?

Written by: Chloe Kopilovic
When administering an estate, depending on the size of the estate, the executor may be responsible for a number of tasks.  For example, if the…
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June 8, 2021—

Letter of Wishes – A personal touch to your Estate Planning

Written by: Chloe Kopilovic
In light of the recent publications concerning Ken Talbot’s Will and some of the comments he placed in a letter accompanying his Will, it has…
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April 21, 2021—

Tax on Superannuation Death Benefits

Written by: Chloe Kopilovic
Benjamin Franklin said in 1789 that, “in this world nothing can be said to be certain, except death and taxes”. Turns out, some 200 years…
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