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Steve Wildes
Does your de facto have a claim against your will?
When we think about estate planning we often believe that if we have prepared a will then we have done enough, or at the very least we have done something!
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NEW DEATH TAX: Proposed Superannuation Changes
In the recent Federal budget from 1 July 2017 the Government announced a new $1.6 million balance cap proposal which limits the amount that a superfund member can have in the pension phase.
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No tax on death: fact or fiction?
Death itself does not create a tax liability, however what happens to the assets after you die could result in a tax bill. Creating a will or becoming a beneficiary of one may appear to be more straight than you thought, but the reality is the tax man could take a large bite out of your estate or inheritance.
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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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