What Is the Moral Duty Test in a Family Provision Claim?
The moral duty test isn't a standalone rule. It's how courts decide whether a deceased person made adequate provision for eligible family members. Here's what that actually means.
What Is the Tax Treatment of a Family Provision Settlement?
Settling a family provision claim? Understand the CGT, stamp duty and Division 7A consequences before you sign. Practical guidance on tax implications for beneficiaries and executors.
When Family Law Matters Overlap With Estate Disputes: What Business Owners Need to Know
Learn how separation, divorce and death can collide in Australian law, and what business owners should do when family law property settlements intersect with contested estates and inheritance disputes.
How Do You Resolve an SMSF Death Benefit Dispute in a Blended Family?
When death benefits in a blended family SMSF are paid to the 'wrong' person, what can you actually do?
How to Remove a Corporate Trustee From a Family Trust: A Strategic Guide
Learn how to remove a corporate trustee from your family trust, who has the power to do it, what documentation you need, and how to avoid costly mistakes.