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PLAN BEFORE YOU LEAP

We have all heard of the plumber who has leaking taps, the doctor who ignores the heart attack symptoms, and the accountant who is late with his tax returns. Well, I have an embarrassing confession to make. I am the estate planning lawyer who does not have a current will or enduring power of attorney in place.

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PURSUING CHANGE IN TIMES OF DISRUPTION

When 2020 started, we all might have been forgiven for thinking we had some idea of what to expect, barring the occasional geopolitical or economic hiccup. Instead, the whole year became a ‘black swan’ event for which most businesses and households were generally unprepared.

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SUPERANNUATION’S IMMUTABLE RULE OF CHANGE

There have been three interesting recent developments in the world of self-managed superannuation. All three developments are still of a “watch this space” nature, but they are useful markers as we start to sketch out the shape of super in 2021.

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A LETTER FROM SANTA

The holidays are a time to be with your family and friends and whether you celebrate Christmas or not, you are never too old to get excited about the magic of this time of year. Even once your children are all grown up and no longer believe in Santa, there is nothing like watching their faces light up when they see what presents have been left for them under the tree.

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IT’S NOT A HOUSE, IT’S A HOME*

Whether you’re downsizing or upsizing, buying your first home, or purchasing an investment property or development site, it is prudent to get the proposed contract and disclosure documents reviewed by a lawyer before signing on the dotted line.

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TALKIN’ ‘BOUT MY GENERATION*

This year has certainly prompted people to think about what’s really important to them and their families, and has been the catalyst for many of our clients to revisit their succession arrangements.

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