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September 17, 2019—

Superannuation and Death Benefits – Not Always Tax Free

Written by: Chloe Kopilovic
Superannuation is progressively becoming a major asset for most Australians. For some, navigating a death benefit claim, and the tax implications that flow from receiving…
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April 30, 2013—

Should I Lodge a Superannuation Death Benefit Claim?

Written by: Chloe Kopilovic
I am often asked by clients for assistance with claiming a deceased relative’s superannuation monies. In most instances, a superannuation death benefit claim is lodged…
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April 24, 2013—

Objecting to a Superannuation Death Benefit Payment

Written by: Chloe Kopilovic
A client of mine was recently approached by his brother to sign a one page form which would allow the brother to receive his Deceased…
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April 16, 2013—

Interdependency and Superannuation Death Benefit Claims

Written by: Chloe Kopilovic
When lodging a superannuation death benefit claim, it is important that the material lodged provides information regarding the financial and non financial interdependency between the…
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March 28, 2013—

What is the difference between an informal codicil, assignment of an interest and a renunciation/disclaimer?

Written by: Chloe Kopilovic
You may recall my recent blog post about documenting your intentions correctly. In that blog, I gave a brief overview of the recent Queensland Supreme Court…
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March 18, 2013—

Document your intentions correctly to avoid challenges to your Will

Written by: Chloe Kopilovic
I recently read the Queensland Supreme Court decision of Gamer v Whip [2012] QSC 209 (30 July 2012), in which the Court had to decide…
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March 12, 2013—

Challenging a Will in a Family Provision Application

Written by: Chloe Kopilovic
If you are involved in a dispute over a will, or challenging a will, the case of Catelan v Herceg [2012] QSC 320 (25 October…
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March 8, 2013—

Removal of Estate Administrator

Written by: Chloe Kopilovic
I recently read the Queensland Court of Appeal decision of Pierpoint v Liston [2012] QCA 199, in which the Court had to decide whether to…
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February 18, 2013—

The Effect Of Renunciation Of An Executorship

Written by: Chloe Kopilovic
I recently read the Queensland Supreme Court decision of Micallef v Micallef; Arrowsmith v Micallef [2012] QSC 239 , in which the Court had to…
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