Tuesday, November 28, 2023

Journal** entries

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Recent posts have considered various aspects of the leading cases where two parties owe mutual liabilities or obligations, and the ability t...
Tuesday, November 21, 2023

Walking the line** - understanding what does ‘cashed' means

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Last week’s post focused on the issue surrounding ensuring an SMSF maintains compliance following the death of a member. One issue raised fo...
Tuesday, November 14, 2023

Birth, school, work, death** - SMSF trustee compliance on member death

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Ensuring an SMSF continues to satisfy the rules in relation trusteeship following a member’s death can be problematic, particularly when spe...
Tuesday, November 7, 2023

What is so special ** about 'vested' interests?

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Following on from last week's post, a related issue often comes up in the context of how wills are crafted. In particular, wills often p...
Tuesday, October 31, 2023

The fine line (& time)** between being entitled … and not

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An often over looked aspect of estate planning related to the payment of death benefits from a superannuation fund. While with a gift under ...
Tuesday, October 24, 2023

Just because there's knocking** for a testamentary trust statutory will doesn't mean the court will answer

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Last week’s post considered a leading statutory (or court ordered) will case that approved a will incorporating testamentary trusts. The dec...
Tuesday, October 17, 2023

Another (brick in the wall)** - or statutory will case (as the case may be)

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Recent posts have looked at various aspects of the statutory (or court ordered) will regime. Doughan v Straguszi [2013] QSC 295 provides an...