Estate Planning Bundles

Estate Planning Bundles

Protects from Death Duties, Divorcing & Bankrupt Children, and a 32% Tax on Super
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Singles Bundle
3-Generation Testamentary Trust Will and 2 POAs
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Couples Estate Planning Bundle
3-Generation Testamentary Trust Wills and 4 POAs
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Homemade Will evicts son from family home: a $100,000 tragedy

The homemade Will in Re Negrean; Borbil v Borbil Mrs Raveica Negrean loved her son, John. She wanted him to be safe and live in her home when she died. So, the mother wrote in her homemade Will: "[To] my son John Negrean (Ioan Borbil) principal place of residence and...

Where Practical Legal Training went wrong — and how the Institute of Legal Training fixes it

What was the purpose of Practical Legal Training? Practical Legal Training (PLT) was designed to bridge academic theory and legal practice. At the Institute of Legal Training (IOLT), we believe PLT should be the final, practical step that transforms a law graduate...

The End of the Handshake: Why the Merger Game Just Changed

By Dr Brett Davies, Adjunct Professor, UWA, Adjunct Reader, Managing Director of the PLT course by the Institute of Legal Training (IOLT) In the high-stakes world of corporate finance, we often get lost in the takeover jargon. We talk about "synergies" and "accretive...

Unit Trust foreigner surcharge stamp duty and land tax

Clients falsely believe that Unit Trusts are immune to the foreigner surcharge stamp duty and land tax rules They think, “Since the Unit Trust is a fixed trust, the regulator can see that the unitholders are Australian. We are safe.” Be careful. The rules for Unit...

Can I use Family Trust losses to offset Estate Income?

At their death, the client may wish to leave the assets in their Will to the existing Family Trust. This is because they want to use the accumulated tax losses in the Family Trust. Can you soak up losses in your Family Trust by moving dead people's assets into the...

How to protect sleeping and coerced directors – an argument for reform

Active Consent in Corporate Governance: Mitigating Coerced Directorships through Annual Re-Verification Submission by: Adjunct Professor Dr Brett Davies SJD, MBA, LLM, LLB, BJuris, Dip Ed, BArts(Hons) Adjunct Professor, The University of Western Australia &...

An Alternative to marriage and de facto relationships Registered Relationships

Couple relationship options 26 November 2025 | Estate planning and trust law | Family law Practitioner Article By: Barbara Smith AM, Dr Ed Koken and Dr Brett Davies There are three types of couple relationships in Australia where two people are in a romantic or sexual...

How to Extract Money from Your Australian Company

Withdrawing wealth from your proprietary limited company is difficult. Australian tax law, particularly the tortious Division 7A rules, is designed to keep wealth 'trapped' inside the corporate structure. Your company is a separate legal person. The company's money is...