202003.23
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COVID-19’s Impact on Business

In addition to the concerns for our health, families and in our personal lives, COVID-19 has also created an atmosphere of uncertainty for many business owners. To manage and mitigate the business impact of COVID-19, you must be aware of your contractual rights and your legal obligations to make smart business decisions to minimise your…

202003.20
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COVID-19 Alert – Are you and your family prepared and protected?

With COVID-19 virus spreading domestically and internationally, government restrictions on travel, restrictions on visitation rights to see the elderly in aged care facilities, school closures and people self-isolating at home, we have seen an increase in the need for people to take immediate steps to implement their own Wills, Enduring Power of Attorneys and Enduring…

202002.06
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Transferring a relationship asset to your former partner – is there stamp duty to be paid?

Demi Baldwin and her former partner Paul Markle commenced their de-facto relationship 5 years ago. At the time, Demi asked her parents to assist with the purchase of a property as they had just received an inheritance. Demi’s parents, Clare and David agreed and gifted $250K to Demi to assist with the deposit on the…

201709.07
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How to protect yourself and your clients when making an Enduring Power of Attorney

Given Australia’s ageing population, the importance of Australians needing to appoint a trusted person(s) through an enduring power of attorney is now a priority for many advisors who understand the risks. However, many Australians are not adequately informed and educated on all factors when considering implementing an enduring power of attorney. We have often seen…

201705.23
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Can I exclude my stepchild from my Will?

With the growing number of blended families, the need for parents to financially assist their children and stepchildren in purchasing property, the aging group of baby boomers, the growing number of Self-Managed Superannuation Funds and aging family businesses, Australians are experiencing a significant increase in the number of family provisions claims and contested estates. Statistics…

201703.22
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Testamentary Trust

What is a Testamentary Trust? The implementation of a testamentary trust in your estate plan allows you to set up a method of managing the income and capital of your estate for the benefit of minors and beneficiaries, ensuring that your assets and wealth are protected in the future. A testamentary trust will come into…