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Posted on 22 Jun 2026Lessons from the case of Di Trapani [2026]
In the case of Di Trapani & another v Di Trapani & others [2026] QSC 20, Mr and Mrs Trapani relied upon their trusted accountant to prepare and witness their final Wills. The couple…
Posted on 18 Jun 2026Estate Planning Update: Tax changes to Testamentary Trusts
If you have a testamentary trust in your Will — or were planning to set one up — this is the update you need to read. The Federal Government’s 2026–27 Budget announcement had fundamentally…
Posted on 27 May 2026Impact of the Federal Budget on Succession Planning for Farmers
Budget The 2026 Federal Budget was announced at 7:30 pm on the 12th of May 2026 (the “Budget”). This Budget has been called one of the most ambitious budgets since the introduction of Goods…
Posted on 10 Oct 2024Death Tax
Why is “death tax” in the news lately? The Victorian State Government is proposing to increase the Supreme Court of Victoria’s probate office fees, in some cases up to 650 per cent. This has…
Posted on 24 Jul 2024Advice for Executors of a Will
Probate is the process where the Supreme Court of Victoria is required to determine whether the Will is valid, and that the person applying is the appropriate person to be appointed as executor. The…
Posted on 22 Mar 2024Important considerations – Wills & Powers of Attorney
What is a Will? A will is a legal document that outlines how your property and possessions should be distributed after your death. Writing a will is an important step you can take to…
Posted on 21 Dec 2023Testamentary Trust Wills
Have you ever been advised to consider implementing Testamentary Trust Wills rather than a standard will for your estate planning? Are you interested in ensuring your assets are securely held by your beneficiaries or…
Posted on 24 May 2021When should I make a power of attorney?
Some clients feel they are too young to worry about putting a power of attorney in place, and that it is something for later in life. Sadly we also see clients who have left…
Posted on 4 Jun 2020Challenges to a Will by Adult Children
How relevant is the concept of achieving equality between children? It is not uncommon when a person seeks to challenge the provisions of a Will for those responsible for administering the estate, and for…
Posted on 3 Jun 2020COVID-19 – New Regulations to enable witnessing of legal documents
The Victorian Government has enacted regulations to overcome the problems encountered in signing legal documents during the Coronavirus. Prior to the regulations formal requirements for executing Wills and Powers of Attorney required the client,…