Reseal an interstate Grant of Probate in South Australia
Reseal an interstate Grant of Probate in South Australia We act as agent for interstate law firms, managing the registration of an interstate Grant with the South Australian Supreme Court on their instructions. Speak to a lawyer Fixed fees, agreed in advance We will confirm the scope of our work and provide you with the […]
The clock is ticking: why your estate plan could be undermined by forgotten loans
If you’ve loaned money to a child, a family trust, or to entities within your personal investment or business structure, you might assume those debts will be honoured, or at least recognised, when you pass away. However, unless steps are taken to formally record and maintain those loan arrangements, your executor may discover too late that the loans are no longer legally enforceable. This article explains how the six-year limitation […]
Structuring advice for your PAF, charity or NFP
Structuring advice for your PAF, charity or NFP Choose the right structure for your giving before you commit to it. Structured giving starts with a decision that is hard to undo: which vehicle holds the money. A Private Ancillary Fund, a registered charity and a not-for-profit are governed differently, taxed differently, and hand control to […]
Set up a legal entity for your PAF, charity or NFP
Set up a legal entity for your PAF, charity or NFP Get the entity right so your cause can outlive the person who started it. Which entity should hold your charitable work? A charitable trust, an incorporated association and a company limited by guarantee are all used for the same causes, and they hand control, […]
Register and licence your PAF, charity or NFP
Register and licence your PAF, charity or NFP Get registered so donors are backing an institution, not just you. Until the registrations are through, your organisation is an intention rather than an institution. Donors can’t claim a deduction, grant bodies won’t consider you, and the ATO can look back at the structure later. We prepare […]
Run, manage and administer your PAF, charity or NFP
Run, manage and administer your PAF, charity or NFP Keep the obligations handled so the organisation stays about the cause. An organisation that is registered has to stay registered. That means an annual statement to the charity regulator, distribution obligations if you are a Private Ancillary Fund, governance standards the board has to actually meet, […]
Incapacity planning
Incapacity planning We put the authority in the hands of someone you chose, before anyone needs to use it. You make decisions today that other people depend on. An accident, an illness or simply age can end that on any given morning, and the moment it does your family needs authority they will not have. […]
Estate planning and Wills
Estate planning and Wills We build the plan that gets what you have built to the people you meant it for. You know you need to sort this out, and every time you sit down to start you find a reason not to. That is normal, and it is not really about paperwork. It is […]
Transfer property title as surviving joint tenant
Transfer property title as surviving joint tenant We get the title into your sole name, so every bank, insurer and agent deals with you as the owner you already are. You chose joint ownership precisely so this would not be complicated. The house passes to you on your partner’s death, without a court, because that […]
Make a deceased estate claim or Will challenge
Make a deceased estate claim or Will challenge We tell you honestly whether you have a family provision claim, and then we run it. Someone you cared about has died, and the will they left does not reflect what the relationship actually was, what you put into it, or what you now need. The will […]