The NSW Government set up a free witnessing service for Enduring Powers of Attorney and Appointments of Enduring Guardian. NSW law gives Registrars of the NSW Local Court this role. A Registrar is authorised to witness: your Enduring Power of Attorney — the financial...
How a typical family keeps $844,350 from death duties Think a 3-generation testamentary trust in your Will is only for the wealthy? Think again. A 3-generation testamentary trust in your Will will not magically make your death tax-free. The government is not that...
Every Australian state and territory allows more than one person to be appointed under its financial, medical and lifestyle decision-making arrangements. Your choice is to make the people you appoint act separately or unanimously. However, two States add a third...
Centrelink continually looks at your income and assets. The more money you have, the less Centrelink pays you. But what if you need a helping hand? Perhaps your children want to help you enter retirement accommodation. Perhaps your parents want to help you buy a home....
A testamentary trust does not run itself. A human or company must act as a trustee. Many clients prefer a dedicated company as a corporate Trustee. It provides continuity, cleaner administration and asset protection. Despite ongoing attacks on bucket companies, you...