wills and estate planning

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ATO: Main Residence Practical Compliance Guide 2019/5 – Deceased Estates – ATO

The Australian Taxation Office (ATO) recently issued Practical Compliance Guideline 2019/5 (PCG 2019/5) relating to the sale of a deceased’s…

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Lodin v Lodin [2017] NSWCA 327

Background The appellant was the daughter of the ex-spouse and the deceased, and the sole beneficiary of the estate. Whilst the…

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Wengdal v Rawnsley [2019] NSWSC 926

Background This is a case where a claim for added provision out of a small estate was rejected and the…

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Re Simcocks [2019] VSC 62

Background David Simcocks died on 24 September 2006 leaving a Will executed in 1980. He was survived by his children,…

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Attwell v Morgan [2019] WASC 182

Summary & Significance The principle issue in this case was whether or not the deceased had testamentary capacity when signing…

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Re Hayne [2018] VSC 778

Background Eric Haynes (the deceased) died on 2 April 2015. The deceased’s wife and one son predeceased him. He was survived by…

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