Search
Searching Content indexed under Wills/ Intestacy/ Estate Planning by Cooper Grace Ward ordered by Published Date Descending.
Links to Result pages
 
1 2 3  
>>Next
 
Title
Country
Organisation
Author
Date
1
A safe harbour for executors selling estate property outside of the two-year limit
Executors facing difficulties selling the estate property within two years are now protected by the safe harbour rules.
Australia
17 Oct 2019
2
Is your childrens inheritance protected if you die before your spouse?
Unless special arrangements are added for the children, the survivor is free to alter their Will after their spouse dies.
Australia
19 May 2019
3
Super death benefits, estate administrators and conflicts: the war continues
There was a conflict between the roles of administrator of her late husband's estate and claimant of his death benefit.
Australia
22 Apr 2019
4
Family law and structures
Link to presentation about trusts, companies and how they relate to family law.
Australia
20 Mar 2019
5
Superannuation death benefits and conflicts – the WA Supreme Court weighs in Burgess v Burgess
This case reinforces the need for an integrated approach for superannuation entitlements as a part of all estate plans.
Australia
3 Nov 2018
6
[Webinar] Primary producers face legal and financial traps in handing down the family farm
Many farming families have difficulty navigating the financial, taxation and duty implications of succession planning.
Australia
26 Oct 2018
7
Reversionary pensions and transfer balance caps
These new rules need a fundamental review of estate plans, where there are funds in superannuation, particularly SMSFs.
Australia
30 Aug 2018
8
Attorney can make a superannuation binding nomination on behalf of a member – confirmed by the Supreme Court of Queensland
Recent case provides clarity on the power of an attorney to make, renew or extend a BDBN on behalf of a member.
Australia
28 Aug 2018
9
Trust splitting: no longer an estate planning option?
Draft taxation determination 2018/D3 outlines the ATO view that a trust split potentially triggers CGT consequences.
Australia
10 Aug 2018
10
SMSF death benefit challenged – Supreme Court to decide validity of reversionary pension and binding death benefit nomination
The outcome of a recent case (where Cooper Grace Ward acted for the trustee) will have wide implications for SMSFs.
Australia
7 Aug 2018
11
Have you reviewed your estate planning after the 2016 Budget changes?
These 2016 Budget changes have quite significant implications on the effectiveness of a member's existing estate plan.
Australia
4 Aug 2018
12
Six-member SMSFs: Is it that straightforward?
Although the Budget did announce an increase in the maximum number of SMSF members, there are other issues to consider.
Australia
18 May 2018
13
Discretionary trusts: can you effectively pass on control when you die?
Recent case highlights the importance of a well drafted trust deed that facilitates the passing of control.
Australia
28 Mar 2018
14
Establishing a trust – unintended consequences when it goes wrong!
Whilst establishing a trust is simple, it is often not done properly.
Australia
21 Mar 2018
15
Is your right to compensation for resource activities adversely affected by estate and succession planning?
Estate planning practices could have significant consequences for resource compensation and conduct agreements (CCAs).
Australia
3 Nov 2017
16
Succession law update – new approach to treatment of de facto relationships in Queensland
The Succession Act 1981 (Qld) was amended to change the impact of de facto relationships on Wills and estate disputes.
Australia
10 Aug 2017
17
2016 Budget changes to super – have you considered the estate planning consequence?
Anyone with super funds should review their estate plan now to ensure that it is not adversely impacted by the new rules.
Australia
11 Apr 2017
18
2016 Budget changes to super – have you considered the estate planning consequences?
Most estate plans need some adjustment to deal with the new 2016 Budget measures, particularly where there is a SMSF.
Australia
4 Apr 2017
19
Estate Planning Masterclass – The basics of Wills and Estate Administration
This paper highlights recurrent problems in estate administration, but more obscure as they are not immediately obvious.
Australia
30 Sep 2016
20
Super and Estate Planning: Making the BDBN immune from challenge in an SMSF - part 2
Advisers must ensure that they have considered the issues relating to the superannuation death benefit if drafting a Will.
Australia
26 Jul 2016
Links to Result pages
 
1 2 3  
>>Next