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Archive for category: Living Estate Planning

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Do you have your Estate Planning up-to-date?

Long gone are the days of preparing a will and locking it away in the safe or bottom drawer! Whether it be at the completion of this years’ tax return, or when you change the batteries in the smoke detector, every year you should dust off your estate plan and update it for the inevitable changes that most likely will be needed.

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Do you have your Estate Planning up-to-date?
( Posted in: Living Estate Planning )

Estate Planning Back in Focus

New legislation is being developed to give Victorians greater control over what medical treatment they receive in the future. Some of the key changes that have been proposed include;

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Estate Planning Back in Focus
( Posted in: Living Estate Planning )

New Property Transfer Rules Apply to Deceased Estates Also!

From 1 July 2016 Australian residents selling real estate with a market value of $2 million or more will need to apply for a clearance certificate from the Australian Taxation Office to ensure that 10% is not withheld from the sale proceeds.

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New Property Transfer Rules Apply to Deceased Estates Also!
( Posted in: Living Estate Planning )