What Happens If You Die Without a Will in Australia?
28 Aug '25

• Estate Planning & Protection

When someone passes away without a valid will, this is called intestacy. In this situation, each Australian state and territory has its own rules that determine how the estate is divided. While these intestacy laws provide a safety net, the outcome may not reflect what you would have wanted for your family. Read More…

The Great Wealth Transfer: Are You Prepared?
22 Jul '25

• Estate Planning & Protection

Australia is set for a massive intergenerational wealth transfer, with trillions at stake. If you're inheriting or planning your legacy, understanding the tax implications is crucial. Learn how to protect your wealth and avoid common tax pitfalls—contact us today for expert advice. Read More…

Writing a Will in a Tax-Effective Way
7 May '25

• Estate Planning & Protection

Writing a Will in a Tax-Effective Way

When people write a will, they often leave their assets to their children, usually in equal shares. At the time of writing the will, their children might still be young, and the parents may also still be relatively young when they later update it. Read More…

Navigating the Complexities of Capital Gains Tax (CGT) and Trusts
4 Nov '24

• Tax & Structuring
• Estate Planning & Protection

The interaction between Capital Gains Tax (CGT) and trusts is notoriously complex. Albert Einstein himself once remarked on the difficulty of understanding tax law, and this area certainly fits that description Read More…

Inheriting assets other than a home
19 Sep '24

• Tax & Structuring
• Estate Planning & Protection

When inheriting a home, most people are aware that if it is sold within two years of the deceased’s passing, no capital gains tax (CGT) is payable. There are also other circumstances where an inherited home can be sold without incurring CGT. However, when it comes to other inherited assets—such as cars, shares, vacant land, jewellery, or artwork—no such exemption applies if these assets are sold by the beneficiary or by the executor during the estate’s administration. Read More…

Breaking up & estate planning
13 Aug '24

• Estate Planning & Protection
• Financial Planning
• Superannuation & SMSF

A recent decision by the Full Federal Court around a man’s tragic death by suicide clarified the standing of a de facto spouse in the context of a non- lapsing death benefit nomination on a life insurance policy made by the deceased person. Read More…