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Making sense of finances: Rita’s story

Rita* was a stay at home mum and the primary carer for three small children. Her husband Rob was a successful financial planner. When Rita’s relationship came to an end she realised she had very little knowledge of the financial structures that Rob had designed for...

Will-Making and Estate Planning

In May this year, the High Court of Australia handed down the judgement in the case of Badenach v Calvert [2016] HCA18. The case highlights the difference between ‘Will-Making’, and ‘Estate Planning’. The case involved the step-son of a deceased testator bringing a...