Categories
Estate Planning
Estate Planning: Making sure your money goes where you want it to
Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die
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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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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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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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