In his retirement, Robert is persuaded by his friends and relatives to write down some of the stories that he has told in the past, which he has been told are very good. Robert commences writing a number of stories and posts these stories on his facebook page and allows his friends and relatives access to his page. […]
Jack and Jill currently live in Sydney. They have adult children and grandkids living in Coffs Harbour. They are looking to move to the mid north coast to be closer to their family and to enjoy one of the best climates in the world. Jack and Jill have found a block of land in the Coffs Harbour area. The block is part of a subdivision although the plan of subdivision is yet to be registered. They are able to exchange contracts, securing the block, with settlement to occur 14 days after the plan is registered. They are advised by the vendor’s solicitor that settlement is likely [...]
Peter and Mary have established a self-managed superannuation fund. The fund consists of a commercial property and a substantial amount of cash held in fixed term deposits. They are both members of the fund and directors of the corporate trustee. When Peter dies, Mary exercises her discretion as Joseph’s executor and director of the trustee of the fund to pay herself a portion of Peter’s member balance as a lump sum and elects to receive the rest in the form of a reversionary pension. […]
Jack and Jill are in their early 60’s. They have two children in their 30’s. After Jack’s death, Jill meets Romeo. Jill and Romeo start seeing more of each other and often go out for dinner together. Sometimes they stay home and Jill prepares the meals from ingredients purchased by Romeo. Romeo continues to rent a unit but they begin to stay overnight at each other’s places regularly. […]
Greg and Linda are in their 60’s and have three children. They own two properties and wisely decide to make wills. They are aware that they can have their wills prepared by the Public Trustee for “free”. They make an appointment to have their wills drafted and later attend another appointment to execute their wills. […]
Bill is home alone while his wife Julie is visiting her parents in Sydney. Unfortunately Bill takes a turn for the worse and begins to suffer debilitating chest pain. He uses his iPhone to call an ambulance which is immediately sent to his home. […]
This week’s column highlights how to avoid dangers relating to loans to children. Sue and David are really excited by the news that their daughter Joanne is getting married to James and the wedding will be in six months time. […]
This week’s column highlights the importance of dog owners obtaining household contents insurance. Bert and Agnes purchase a new home in Coffs Harbour. They take out home building and contents insurance and move into their new home with their much loved dog Rover. […]
Tony is in his early 60s. When he was five years of age, his mother left his biological father and commenced a relationship with Tony’s stepfather. Tony did not have a continuing relationship with his biological father and was part of his mother and step-father’s family unit until he left home at the age of 18. Tony’s stepfather has three other children who also lived with them. […]
Jane is in a relationship with Tony, although they are not married. She has three children from a previous relationship and one of them is a Registered Nurse. Jane has recently been diagnosed with breast cancer and will soon commence chemotherapy. Jane wants Tony to be the person to make medical decisions on her behalf if there are any complications. She is worried that because they are not legally married, her doctors will not consider Tony as her “next of kin”. […]