Wills & Estate Planning

Proper estate planning covers a number of issues which are important to our clients, including family values, tax and asset protection for their children and grandchildren. Death and taxes are also important estate planning considerations in the transfer of assets from a deceased estate to the beneficiaries. Thoughtful consideration, good advice and the proper assembly of important documents will all ensure that your estate is handled as easily as possible in the event of your death, and that your assets you have accumulated over your lifetime is not eroded by tax.

Related documents

  • simple Wills (leaving your assets outright to your beneficiaries)
  • complex Wills (for people with a family business, family trusts or blended family situations)
  • Wills in contemplation of a marriage/divorce (ensuring your Will remains valid after you get married/divorced)

  • Call us to arrange for a free appointment to discuss which of the above will be perfect for your specific circumstances.

    With an Enduring Powers of Attorney you appoint someone (called your Attorney) to make your financial decisions on your behalf when you are incapable of doing so due to an injury or illness.

  • appoint 1 or 2 persons as your Attorney
  • you decide whether they should act jointly or severally
  • make the power immediately effective or only after you have lost your legal capacity
  • appoint up to 2 alternative Attorneys.

  • Please call us for more information.

    An Enduring Powers of Guardianship is a legal document that authorises a person of your choice, to make important personal decisions on your behalf should you ever lose the ability to make these decisions yourself. Your guardian could be authorised to make decisions about things such as where you live, what education and training you receive and who you associate with.

  • appoint 1 or 2 persons as your Guardian
  • you decide whether they should act jointly or severally
  • appoint up to 2 alternative Guardians.

  • Please call us for more information.

    An Advance Health Directive allows you to plan what medical treatment or health care you would like in the event that you cannot make decisions for yourself. You might feel strongly about whether or not you want to receive life-sustaining measures to prolong your life, or decide to specify that you would like life-sustaining measures withheld or withdrawn in certain situations, such as if you were to have:

  • a terminal illness for which there is no known cure nor chance of you recovering
  • severe and irreversible brain damage so that you are unable to communicate
  • an illness or injury so severe that there is no reasonable prospect that you will recover.

  • Please call us for more information.

    Fort Knox Legal provides specialist superannuation and self managed superannuation fund (SMSF) advice in all areas of superannuation law.

    Buying a property in a SMSF

    The advantage of having an SMSF is based on four main elements:

  • investment choice and control
  • flexibility
  • taxation benefits
  • costs.
  • One feature that may have great appeal and utility is the ability to purchase real estate using your SMSF. SMSFs, like all types of superannuation funds, often have a portfolio which may include direct investment in real estate. There are a number of ways in which a property can be acquired and owned by an SMSF.

    If you are interested in purchasing property using your SMSF, detailed legal and financial advice will ensure that you take advantage of all the tax benefits and maximise your return.

    More Questions?

    Please contact:
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      Marnus Smalberger

      Admitted as a barrister and solicitor of the Supreme Court of Western Australia and the High Court of Australia and holds a Master of Laws majoring in Wills & Estates.

      T: (08) 9200 1833



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