Case Studies Archives | Southern Waters Legal

Category Archive for "Case Studies"


Office Christmas parties: A warning to employers…

Guess what? It’s office Christmas party season and at some point during the coming weeks, we’re sure you’re all booked in for that once-a-year party to end all parties! Mention the words “office Christmas party” and people will react –…

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Celebrity Estate Planning Lessons from 2014

As we come to the end of 2014 and reflect on the year that has been, it is a timely reminder that we can all learn something from tragic celebrity deaths. Let’s explore some of the Estate Planning lessons we…

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Southern Series Issue 3

Happy Christmas and welcome to the Christmas Edition of the Southern Waters Legal newsletter. The team at Southern Waters Legal would like to wish you a very happy Christmas and a prosperous New Year. We thank you for all of your…

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Taking in a spectacular view

Do you have a Power of Attorney?

Estate Planning Case Study From September 2013, two new Power of Attorney forms are available for use, a General Power of Attorney and an Enduring Power of Attorney. This is a result of the introduction of the Power of Attorney…

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Self-Managed Super Funds

Super & Tax Case Study Q: What do Spiderman and the Australian Taxation Office have in common? A: They both believe that with great power comes great responsibility. Over half a million SMSFs now exist in Australia, with close to…

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Southern Series Issue 1

Southern Series Issue 1 August 2013 Welcome to the Southern Waters Legal newsletter. It has been a long time coming and we are excited to be able to communicate with you on a new level. We will be sending our newsletter…

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Business Succession Planning – Why Plan?

Business Law Case Study We all spend a great deal of time and effort building our wealth, but without a proper Succession Plan it can disappear very quickly. Advising on and an introduction of an independent management structure which included…

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Testamentary Trusts & Minimising Tax

Probate & Wills Case Study. Annie decides to leave her estate valued at $1,000,000 equally to her two children, Bradley and Rachel. Annie sets up two Testamentary Trusts in her Will, with her estate to be divided 50/50 between each...Read More
Happy Senior Couple on the Bow of a Sail Boat

More than just a Will

Estate Planning Case Study Katz v Grossman (2005) This case is a great example of the dangers of getting your Estate Planning wrong and the importance of seeing expert advice in this area. Mr Katz completed a Non-Binding Death Benefit…

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