Will Kits

Will Kits: Should You Use Them?   A will kit is an online or hardcopy do-it-yourself option for preparing and implementing a Last Will and Testament for yourself or a family member. While a will kit…

Binding Death Benefit Nomination

Is Your Superannuation Protected By Your Will? Think Again!   A recent Supreme Court decision highlights the problems that may arise for a deceased’s estate, when the terms of a Will and those…

Business Succession and Trust Distributions That Don’t Work

1. Introduction This short commentary discusses some of the more common examples of purported trust distributions which fail. It also addresses some of the potential adverse tax consequences. The…

Dividend Access Shares

1. Their use raises several taxation issues, including direct value shifting, the debt/equity rules, dividend streaming, Div 7A, dividend stripping and general anti-avoidance issues. Further, their…

Owen Hodge Best Years – October 2013

Australia’s ageing population is increasingly exploring retirement and aged care accommodation options. However, many individuals on the cusp of such a transition are unaware of the hidden costs and…

Unintended Beneficiaries Are Pocketing Millions

By James Kelly, Elder Law specialist from Owen Hodge Lawyers   Millions of dollars are being pocketed by unintended beneficiaries as a direct result of people either not having a Will or not…