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  • beneficiaries
    of the second person s estate are relevant in a claim for family provision under the first estate In Estate of the Late Harrigan Cowmey v Whibley Ms Cowmey claimed a greater share of the estate of her late mother Ms Harrigan which had been left in the will primarily to her and Mr George Whibley her de facto partner However Mr George Whibley had died four months later leaving only relatives overseas who would gain part of his estate Mr George Whibley s estate was represented by his son Ian in the family provision proceedings launched by Ms Cowmey Ian claimed that the material and financial circumstances of he his brother and some nieces of Mr George Whibley were relevant to the family provision claim In other words Ian claimed that the share of Ms Harrigan s estate that was to be given to her daughter Ms Cowmey should be determined by having regard to how much should fairly be given to the relatives of Mr Cowmey as a beneficiary of Ms Harrigan s estate Justice Ward held that such evidence was relevant to the family provision claim and should be allowed to be assessed by the Court in making its decision to grant provision to Ms Cowmey Accordingly those who are preparing for their family s estate issues should be wary of the situations of extended family members lest this becomes an issue in their estate For more advice on your estate planning issues do not hesitate to contact Kylie Maxwell on her mobile phone 61 405 124 975 or send her an email Filed Under Wills Estates Tagged With beneficiaries extended family will Leave a Comment Office 61 2 9889 2881 Mobile 61 405 124 975 Office 61 2 8215 1593 Mobile 61 405 124 975 Subscribe

    Original URL path: http://www.kyliemaxwell.com.au/tag/beneficiaries/ (2014-01-05)
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  • extended family
    of the second person s estate are relevant in a claim for family provision under the first estate In Estate of the Late Harrigan Cowmey v Whibley Ms Cowmey claimed a greater share of the estate of her late mother Ms Harrigan which had been left in the will primarily to her and Mr George Whibley her de facto partner However Mr George Whibley had died four months later leaving only relatives overseas who would gain part of his estate Mr George Whibley s estate was represented by his son Ian in the family provision proceedings launched by Ms Cowmey Ian claimed that the material and financial circumstances of he his brother and some nieces of Mr George Whibley were relevant to the family provision claim In other words Ian claimed that the share of Ms Harrigan s estate that was to be given to her daughter Ms Cowmey should be determined by having regard to how much should fairly be given to the relatives of Mr Cowmey as a beneficiary of Ms Harrigan s estate Justice Ward held that such evidence was relevant to the family provision claim and should be allowed to be assessed by the Court in making its decision to grant provision to Ms Cowmey Accordingly those who are preparing for their family s estate issues should be wary of the situations of extended family members lest this becomes an issue in their estate For more advice on your estate planning issues do not hesitate to contact Kylie Maxwell on her mobile phone 61 405 124 975 or send her an email Filed Under Wills Estates Tagged With beneficiaries extended family will Leave a Comment Office 61 2 9889 2881 Mobile 61 405 124 975 Office 61 2 8215 1593 Mobile 61 405 124 975 Subscribe

    Original URL path: http://www.kyliemaxwell.com.au/tag/extended-family/ (2014-01-05)
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  • will
    of the second person s estate are relevant in a claim for family provision under the first estate In Estate of the Late Harrigan Cowmey v Whibley Ms Cowmey claimed a greater share of the estate of her late mother Ms Harrigan which had been left in the will primarily to her and Mr George Whibley her de facto partner However Mr George Whibley had died four months later leaving only relatives overseas who would gain part of his estate Mr George Whibley s estate was represented by his son Ian in the family provision proceedings launched by Ms Cowmey Ian claimed that the material and financial circumstances of he his brother and some nieces of Mr George Whibley were relevant to the family provision claim In other words Ian claimed that the share of Ms Harrigan s estate that was to be given to her daughter Ms Cowmey should be determined by having regard to how much should fairly be given to the relatives of Mr Cowmey as a beneficiary of Ms Harrigan s estate Justice Ward held that such evidence was relevant to the family provision claim and should be allowed to be assessed by the Court in making its decision to grant provision to Ms Cowmey Accordingly those who are preparing for their family s estate issues should be wary of the situations of extended family members lest this becomes an issue in their estate For more advice on your estate planning issues do not hesitate to contact Kylie Maxwell on her mobile phone 61 405 124 975 or send her an email Filed Under Wills Estates Tagged With beneficiaries extended family will Leave a Comment Office 61 2 9889 2881 Mobile 61 405 124 975 Office 61 2 8215 1593 Mobile 61 405 124 975 Subscribe

    Original URL path: http://www.kyliemaxwell.com.au/tag/will/ (2014-01-05)
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  • Blog
    the Australian Continue reading Filed Under Charities Nonprofits Tagged With charities deductible gift recipient DGR legal advice nonprofits Leave a Comment admin August 14 2012 Payroll Tax Changes Lead to Employment Reshuffles Changes to payroll tax law in New South Wales will require Chief Financial Officers and Human Resources people at nonprofits to work together to accurately assess payroll tax liabilities and potential unrelated business income tax liabilities for the nonprofit Stephen O Flynn of Moore Stephens in his article at accurately summarises the changes to payroll tax Continue reading Filed Under Charities Nonprofits Tagged With payroll tax UBIT Leave a Comment admin June 27 2012 Deceased Estates Evidence Showing Property Improvements and Value Increases Essential Falloon v Madden Madden v Madden demonstrates that in cases concerning deceased estates even couples who are married need to assert evidence of money they have paid to improve property cohabited by them where only one member of the couple owns the property on title The case concerned an estate battle between the second husband Continue reading Filed Under Wills Estates Leave a Comment Newer Posts Office 61 2 9889 2881 Mobile 61 405 124 975 Office 61 2 8215 1593 Mobile 61 405

    Original URL path: http://www.kyliemaxwell.com.au/blog/page/3/ (2014-01-05)
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  • ACNC: A New Era of Charities (and Nonprofits) Regulation
    to commence as soon as legislation has been given Royal Assent We blogged on this topic in September when the Bills introducing the ACNC and the new form of regulation had just been considered by parliamentary committees However some changes to the Bills occurred in the Senate This is the subject of our video on the ACNC which you will see below Filed Under Charities Nonprofits Tagged With ACNC Bills charities legislation nonprofits not for profits regulation regulator Senate 1 Comment Trackbacks Not for profit Sector Tax Concession Working Group Seek Submissions Before Christmas says November 9 2012 at 7 02 pm at a time when charities and nonprofits are just recovering from news that it will be governed by a new charities regulator We have posted a blog about this issue earlier this Reply Leave a Reply to Not for profit Sector Tax Concession Working Group Seek Submissions Before Christmas Cancel reply Name Email Website Office 61 2 9889 2881 Mobile 61 405 124 975 Office 61 2 8215 1593 Mobile 61 405 124 975 Subscribe to our FREE Newsletter indicates required Email Address First Name Connect with Us Recent Posts New Charity Definition at Law Commences Operation Today

    Original URL path: http://www.kyliemaxwell.com.au/2012/11/09/acnc-a-new-era-of-charities-and-nonprofits-regulation/?replytocom=4 (2014-01-05)
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  • Australian charity commission: New regulator for charities sector imminent
    a charity that is under the ACNC s scrutiny i In an effort to carve out a special arrangement for religious bodies the ACNC Bill gives a basic religious charity the opportunity to avoid lodging an annual financial report ii However the definition of basic religious charity expressly excludes corporations registered under the Corporations Act 2001 and under some indigenous and Territory legislation iii as well as incorporated associations formed under any of the applicable State and Territory legislation The ACNC Bill specifies that information will be made available to the public via the internet for each charity registered with the ACNC which will include among other things information and financial statements warnings issued by the Commissioner of the ACNC directions issued by the Commissioner undertakings given by the registered charity injunctions or interim injunctions made under Division 95 and suspensions or removals from the charities register iv Practitioners will have to keep in mind the details of section 40 10 of the ACNC Bill That section details the circumstances in which the Commissioner may withhold or remove from the public register the abovementioned information Those circumstances include where the information is commercially sensitive and has the potential to cause detriment to the registered charity or to an individual to which the information relates where the information is inaccurate likely to cause confusion or mislead the public where the information is likely to offend a reasonable individual if the information would endanger public safety or the regulations provide a reason why it should be withheld or removed The Commissioner of the ACNC will if the ACNC Bill is passed have powers to issue warning notices issue directions enter into enforceable undertakings apply to the courts for injunctions suspend or remove responsible entities and appoint acting responsible entities If you wish

    Original URL path: http://www.kyliemaxwell.com.au/2012/09/25/australian-charity-commission-new-regulator-for-charities-sector-imminent/?replytocom=5 (2014-01-05)
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  • Does Your Charity Need a Deductible Gift Recipient Endorsement?
    ATO s forms themselves The answer to all those questions can be yes but there is a reason why you would choose a lawyer to do the job and it s a simple reason because if the ATO or the ACNC says no to your application a lawyer is going to be able to challenge that decision for you based on reasons given by the lawyer to you as to why your nonprofit would be entitled to the endorsement in the first place Why face the frustration that you could endure by applying to the ATO for the nonprofit yourself only to have the application rejected Go to the experts with a history of making successful applications for these endorsements and focus on your fundraising faster instead of a rejection Kylie has the necessary experience for both applying for your nonprofit s DGR endorsement and challenging incorrect decisions by the ATO With the future of these applications an uncertainty as the ACNC commencement date draws near you should place your trust in someone who has followed the nonprofit reform process of Treasury from its inception Kylie Maxwell Solicitor offers not only this service to your nonprofit but also a range of other Sydney legal services including property law advice dispute resolution services and endorsements for income tax exemption Kylie Maxwell Solicitor is able to help you with all of your nonprofit issues so call now on 61 405 124 975 or send Kylie an email Or if you are not ready to speak to Kylie now then sign up for a free newsletter on this page to the right or below Filed Under Charities Nonprofits Tagged With charities deductible gift recipient DGR legal advice nonprofits Leave a Comment Speak Your Mind Cancel reply Name Email Website Office 61 2 9889

    Original URL path: http://www.kyliemaxwell.com.au/2012/08/20/charity-deductible-gift-recipient-endorsement/ (2014-01-05)
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  • deductible gift recipient
    commence Fill out the ATO s forms themselves The answer to all those questions can be yes but there is a reason why you would choose a lawyer to do the job and it s a simple reason because if the ATO or the ACNC says no to your application a lawyer is going to be able to challenge that decision for you based on reasons given by the lawyer to you as to why your nonprofit would be entitled to the endorsement in the first place Why face the frustration that you could endure by applying to the ATO for the nonprofit yourself only to have the application rejected Go to the experts with a history of making successful applications for these endorsements and focus on your fundraising faster instead of a rejection Kylie has the necessary experience for both applying for your nonprofit s DGR endorsement and challenging incorrect decisions by the ATO With the future of these applications an uncertainty as the ACNC commencement date draws near you should place your trust in someone who has followed the nonprofit reform process of Treasury from its inception Kylie Maxwell Solicitor offers not only this service to your nonprofit but also a range of other Sydney legal services including property law advice dispute resolution services and endorsements for income tax exemption Kylie Maxwell Solicitor is able to help you with all of your nonprofit issues so call now on 61 405 124 975 or send Kylie an email Or if you are not ready to speak to Kylie now then sign up for a free newsletter on this page to the right or below Filed Under Charities Nonprofits Tagged With charities deductible gift recipient DGR legal advice nonprofits Leave a Comment Office 61 2 9889 2881 Mobile 61 405

    Original URL path: http://www.kyliemaxwell.com.au/tag/deductible-gift-recipient/ (2014-01-05)
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