We regularly hear of a client’s plan to stash some cash under the mattress or give money to a family member, prior to their passing to cover the funeral bill when they die. This concern arises from the client’s view that the bank will freeze their account after they...Read More
Who Can See a Will in Queensland? When a loved one passes away, it’s natural to want clarity around their wishes—especially about their Will. In Queensland, specific rules determine who has the right to see the Will. Who Can Access the Original Will? The person...Read More
“I have done my will and don’t need to look at it again. Right?” Wrong! Your estate planning can be affected by several life changes which typically include: • major life events (marriage, divorce, death of a beneficiary or birth of a child) • significant financial...Read More
I recently wrote about ASIC commencing penalty proceedings against CBUS Superannuation Fund. In those proceedings, ASIC asserts CBUS failed to act efficiently when handling claims for the payment of Death Benefits of members. Well, ASIC is on the civil penalty...Read More
As we welcome the new year, many of us take time to reflect on our goals and aspirations. We make promises to ourselves to eat healthier, exercise more and do something new. Amid all the self-improvement, however, it’s easy to overlook one important aspect of our...Read More
