I don’t use or need my trust anymore

When you’ve completed the objectives of your trust or no longer need it for its intended purpose, several steps are necessary to properly wind up and finalise the trust. Here’s a guideline on what to do: Review the Trust Deed: Begin by reviewing the terms...
16 May, 2024

Does a trustee have to provide information to beneficiaries?

In general, trustees have a legal obligation to provide certain documents and information to trust beneficiaries, although the extent of this obligation can vary depending on the jurisdiction and the specific terms of the trust. Here’s a breakdown: Trust Deed:...
16 May, 2024

Choosing the right executor for your Will

Choosing the right executor for your will is a crucial decision that can significantly impact the smooth administration of your estate and the well-being of your loved ones. The administration of a deceased estate is usually a complex and emotionally charged process....
9 March, 2024

Power of Attorney and Superannuation death benefits

In South Australia, a Power of Attorney (POA) grants someone the authority to make decisions on your behalf regarding financial and legal matters while you are alive. It can come into affect immediately or it can be deferred in its operation to a later time or trigger...
9 March, 2024