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07/11/2015

Disabled dad has $9m, two children and no Will – Statutory Will to the rescue

A Statutory Will is a Will written by the Court for you - before you die. Ten years ago Rolf suffered a 'near fatal' car accident. The Court said that from that moment on he had 'no testamentary capacity, no current Will and no real or even remote prospect of […]
19/10/2015

SMSF Joint Tenants vs Tenants in Common

SMSF Joint Tenants vs Tenants in Common - Which is better? Question: SMSF Joint Tenants vs Tenants in Common is a common discussion. I agree that Joint Tenancy is generally dangerous because of the CGT regime as per your previous PRUDENCE (2nd Edition) article. However, should Trustees in an SMSF own […]