Wills and Estates

Your self-managed, industry or retail Superannuation contributions and benefits are held in a trust, which in turn is controlled by a Trust Deed. This Trust appoints people (Trustees) to act for its members, which in the case of your Super Fund, is you. Most Super Funds accept your nomination of a beneficiary (the person/s ofRead More »What is a Superannuation Binding Death Benefit Nomination?

Most Australians are unaware that they must give directions to their Super Fund if they wish to control what happens to their Super when they die. The law and the Super Funds have rules which affect your Super. There are important facts that you need to know about your super and death and they are:Read More »Superannuation and your Will – what happens to my Super when I die?

An Enduring Power of Attorney is a written formal process whereby a person, ie. a principal, appoints a person or persons who can then make either health/personal and/or financial decisions on behalf of the principal.

The bank won’t talk to me and I have to pay her bills. What can I do? When your parent is declared to no longer have the capacity to make legal decisions, it is often a result of an ACAT assessment or by a general practitioner or geriatrician. If you are concerned that your parentRead More »My mum/dad has dementia and has lost capacity. What can I do?

This may be the result of conflict in the family which results in the parents and child/children not having contact for a very long time, step-children who have never engaged with their stepmother or stepfather or due to offending or violent conduct by the child toward the parents.   Another common issue is a childRead More »I don’t want someone to inherit anything in my Will. How can I do that?

A request for probate may be made before the executor can claim the funds for the estate of the deceased person. Probate is a Supreme Court decision that ‘proves’ the will of the deceased person. When a deceased person holds cash or invested funds at a bank, or superannuation, or shares over $50,000 in valueRead More »What is probate and why do we need it?