Written by
Chloe Kopilovic
Superannuation Death Benefit Claim – What You Need to Know
Upon death, superannuation is considered a trust asset, it is not an asset of a deceased’s estate. In many cases, the funds that make up the deceased’s superannuation will not…
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Who is considered a spouse or de facto spouse?
We are frequently asked by clients what the requirements are to be considered a spouse, or a de facto spouse in relation to a deceased estate. This is important because…
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Deceased lost or unclaimed superannuation
We receive a number of enquiries from various people trying to locate a loved one’s superannuation. Unfortunately, there is no hard and fast rule to locating a deceased’s superannuation. What…
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Attorneys and Binding Death Benefit Nominations
When looking at a client’s estate plan, one of the important issues we address is whether they have a Binding Death Benefit Nomination. However, until the recent decision in Re…
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Superannuation and your Will – What you need to know
Superannuation is one of the most important investment strategies for many of us, and in some cases, it is the only means of financial support in retirement. However, there is…
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Your Will – what should you be telling your solicitor?
I recently met with a client, to receive her instructions to draft her Will and Enduring Powers of Attorney. I noticed early on in our appointment that I was receiving…
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World Elder Abuse Awareness Day
June 15 marks World Elder Abuse Awareness Day – a day for us to remind ourselves and one another that elder abuse is becoming a global issue. It’s a concern…
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A Will here and a Will there – international assets in your estate plan
It still surprises me that clients seem to forget to mention “their bank account in the US” or “their parent’s house they inherited in the UK”, even when asked during…
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Does your Will deal with your cryptocurrency?
There is no doubt that a lot of people have jumped on the “get rich quick” band wagon when it comes to the likes of bitcoin and other cryptocurrencies. For…
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Re Nichol – draft text message considered a Will
The judgment handed down last week by the Supreme Court of Queensland in Re Nichol is a profound reminder of the importance of ensuring your Will meets the legal requirements…
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