Succession Planning

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Wearing Two Hats – Administrator and Superfund Beneficiary

A recent case (McIntosh v McIntosh [2014] QSC 99), considered the operation of section 52 of the Succession Act 1981 (Qld) which deals with the duties of a personal representative to a deceased individual. This case also considered fiduciary duties as administrator of an intestate estate. […]

By | October 3rd, 2014|Succession Planning|0 Comments

Ownership of the Family Home

The case of Parianos v Melluish highlights issues of asset ownership, in particular the family home, between a husband and wife. […]

By | August 15th, 2014|Estate Planning, Family Law, Succession Planning|0 Comments

Asset, Revenue and Ownership Protection

The role of insurance in asset, revenue and ownership protection as part of a succession plan. […]

By | July 15th, 2014|Succession Planning|0 Comments

Plan Ahead for the New Age Pension Deeming Rules

The rules for assessing account-based pensions (ABP) are set to become less favourable with a move to deeming proposed from January 1, 2015. In certain situations, deeming the income from an ABP is likely to create a higher income assessment. […]

By | July 15th, 2014|Succession Planning|0 Comments

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