Aged Care reforms, SMSF and Centrelink Schedules

With aged care reforms on their way, practitioners should be aware of the changes that result in considerations around affordability particularly for self-funded retirees or part-pensioners. As an SMSF trustee, there are some additional considerations that a trustee will need to consider. Check out a useful article by Anna Lawton, Senior Manager of Aged Care Services at Equity Trustees Limited via…

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Order for disclosure sought against executors of estate

Not your average case, but I nonetheless found the case of Helg v Sergiacomi & Another [2014] QSC 50 an interesting read. Both parties were self-represented and the claim and assertions somewhat unclear.  Ultimately, the applicant sought disclosure of documents relating the deceased’s estate of transactions during the deceased’s lifetime including a Trust Deed and mortgage documentation.  …

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