July 2021

Deceased Estates

We were instructed to seek letters of administration in favour of two sisters of a lady who died about a year ago now, leaving no Will. The deceased left behind a husband, but no kids, so her estate is shared roughly equally between her husband and her siblings. Our clients were happy for the husband to

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Loan Agreements

Recently, I’ve been providing advice to new client.  He and a friend are looking to lend a total of $350k to a builder who is offering to pay interest of 20% p.a. and repay within 6 months. It just smells like one of those deals that are too good to be true. It is possible

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Tax Effective Wills

We’ve been preparing a few wills of late. One set of clauses we are including deal with superannuation proceeds that are paid into the estate, which gives more flexibility to ensure they go to the intended persons. In one instance, we ensured minimal tax by splitting the sum of the Super Proceeds and the Residuary

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