With the annual leave season starting in earnest over the next couple of weeks and many advisers taking either extended leave or altern...

For many years in Australia, one of the most popular tax planning tools to manage death duties involved assets being held as joint tenant...

Last week’s post mentioned in passing the ability to unilaterally sever a joint tenancy. Interestingly, there are in fact 6 ways to sev...

In the context of recent posts, it is an important estate planning issue to understand that where an asset owned on title records as join...

The interplay between legal principles, family law rules and estate planning can be complex. Arguably, one of the highest profile examp...

Recent posts have looked at various aspects of the bankruptcy regime in relation to jointly owned assets. As set out in last week's...

  Witnessing rule A fundamental aspect to create a valid will, and indeed most binding death benefit nominations, is that there must be tw...