№ files_lp_4_process_1_38657
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The document provides an overview of SMSF estate planning, detailing legal considerations, common issues in superannuation death benefits, and recommendations for creating a comprehensive SMSF estate plan to avoid conflicts and litigation.
Year:
2022
Region / city:
Australia
Topic:
SMSF estate planning
Document type:
Guide
Organization / institution:
SMSF Association
Author:
SMSF Association
Target audience:
SMSF trustees, financial advisers, and estate planners
Effective date:
2022
Date of changes:
2022
Price: 8 / 10 USD
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Note:
Year
Jurisdiction:
Australia
Subject:
Self-managed super funds and superannuation law
Document type:
Informational guidance
Regulator:
Australian Taxation Office (ATO)
Relevant authority:
Superannuation and tax law
Audience:
SMSF trustees and prospective trustees
Key topics:
Trustee obligations, contributions, rollovers, investment strategy, compliance requirements
Legal focus:
Sole purpose test, arm’s length investment rules, contribution caps, reporting obligations
Compliance requirements:
ABN registration, ESA registration, Super Fund Lookup status, SMSF annual return (SAR) reporting
Risks and penalties:
Disqualification of trustees, civil and criminal penalties, loss of concessional tax treatment
Year:
2024
Region / City:
Australia
Subject:
Credit and Investment Products
Document Type:
Regulatory Compliance Document
Organization:
Columbus Capital Pty Ltd
Issuer:
Perpetual Corporate Trust Limited, Pioneer First Australia Pty Limited, Origin Mortgages (Aus) Pty Ltd, Origin Money Pty Ltd, Origin Mortgages Pty Ltd
Author:
Columbus Capital Pty Ltd
Effective Date:
20 February 2024
TMD Version:
2024.1
Next Review Date:
At least every 12 months from the Effective Date
Target Market:
SMSF members seeking investment loans for residential, investment, NDIS, or commercial properties
Product Features:
Fixed interest rates 1–5 years, principal and interest or interest-only options, offset account availability, extra repayment flexibility
Eligibility Criteria:
Australian citizen or permanent resident, registered SMSF with corporate trustee, beneficial interest in property, legislative compliance, lending eligibility criteria
Distribution Channels:
Staff-assisted channels, controlled online channels
Review Triggers:
Events or circumstances requiring assessment of appropriateness of the TMD
Financial Requirements:
Demonstrated loan serviceability, capacity to repay without substantial hardship, possible Lenders Mortgage Insurance or guarantor required
Investment Purposes:
Purchase, refinance, investment property, house and land package, off-the-plan property
Year:
[insert date of swearing]
Jurisdiction:
High Court
Document type:
Oath and Bond
Subject:
Estate administration of deceased
Deceased name:
[insert all variations of the name]
Deceased address:
[insert address]
Date of death:
[insert date]
Place of death:
[insert place]
Applicant name:
[insert name]
Applicant address:
[insert address]
Gross value of estate:
[insert value]
Administrator relationship to deceased:
[state relationship]
Witnessed by:
Commissioner for Oaths / Practising Solicitor
Filing:
Filed with High Court on [insert date]
Year:
2025
Region / City:
Kerugoya
Theme:
Legal Proceedings
Document Type:
Court Ruling
Organization / Institution:
High Court of Kenya
Author:
Edward M. Muriithi
Target Audience:
Legal professionals, parties involved in the case
Period of validity:
Not specified
Date of Approval:
11th December 2025
Date of Amendments:
None
Year:
2020
Organization:
Department of Real Estate
Location:
Sacramento, California
Position Number:
414-110-4801-XXX
Classification Title:
Staff Services Manager II
Working Title:
Equal Employment Opportunity/Diversity & Inclusion Officer
Reporting To:
Chief Deputy Commissioner
Primary Responsibilities:
EEO program management, diversity and inclusion policy development, training, investigations, compliance reporting
Document Type:
Position Duty Statement
Effective Date:
07/20/2020
Scope:
State of California government operations
Year:
2022
Region / City:
Wisconsin
Subject:
Estate Administration
Document Type:
Guide
Institution:
Wisconsin Register in Probate Association
Author:
Wisconsin Register in Probate Association
Target Audience:
Individuals involved in estate administration
Effective Period:
October 2022
Approval Date:
October 2022
Modification Date:
October 2022
Year:
2025
Region / City:
South Africa
Subject:
Insolvency and liquidation claim procedures
Document Type:
Legal Form
Organ / Institution:
Liquidation Office
Author:
Not specified
Target Audience:
Creditors of the Insolvent Estate
Period of Effect:
From date of sequestration/liquidation
Approval Date:
Not specified
Date of Amendments:
Not specified
Year:
2025
Region / City:
George, Western Cape
Topic:
Tender Invitation
Document Type:
Tender Notice
Organization / Institution:
National Home Builders Registration Council (NHBRC)
Author:
National Home Builders Registration Council (NHBRC)
Target Audience:
Contractors registered with CIDB
Effective Period:
21 August 2025 - 01 September 2025
Approval Date:
15 August 2025
Amendment Date:
None
Jurisdiction:
Republic of the Philippines
Type of document:
Agreement
Legal basis:
Rule 74, Section 1 of the Rules on Special Proceedings
Subject matter:
Extrajudicial settlement of estate and absolute sale of real property
Parties:
Heirs of the deceased and buyer
Estate status:
Intestate estate without outstanding debts
Property type:
Registered parcels of land
Title reference:
Original/Transfer/Condominium Certificate of Title (OCT/TCT/CCT)
Consideration:
Purchase price in Philippine Peso (PHP)
Form of conveyance:
Absolute sale
Notarial act:
Acknowledged before a Notary Public
Note:
Year
Region / City:
Philippines
Subject:
Real Estate, Mortgage Cancellation
Document Type:
Legal Agreement
Year:
June 2020
Region / City:
Not specified
Topic:
Road design standards for industrial and commercial estates
Document type:
Technical Standard
Organization:
Not specified
Author:
Not specified
Target audience:
Designers and developers of industrial and commercial estate roads
Period of validity:
Not specified
Approval date:
Not specified
Date of amendments:
Not specified
Jurisdiction:
Ontario
Court:
Superior Court of Justice
Form Number:
74F
Date of Form:
November 1, 2023
Type of Document:
Affidavit
Subject:
Holographic Will / Estate Administration
Parties Involved:
Deponent, Estate Trustee Applicant(s), Deceased
Procedure:
Sworn or affirmed in person or via video conference
Agreement ID:
RM6168
Agreement name:
Estate Management Services
Agreement duration:
3 years with the option for a 1-year extension
Start date:
21 July 2021
End date:
20 July 2025
Maximum contract length:
There is no maximum contract length
Scope of the agreement:
Access to a simplified means of sourcing end to end property management services, from consultancy to disposal
Buying options:
Further competition or direct award
Can be used by:
All UK public organisations. For a full list of eligible customers, please see the authorised customer list.
Contract notice:
OJEU contract notice
Contact details:
[email protected]
Note:
0345 410 2222
Glossary:
Procurement terms glossary
Goods and services:
The goods and services you can buy through this agreement have been divided into 7 lots.
Lot 1:
Total estate management
Lot 2:
Estate (property) management
Lot 3:
Agency and lease management
Lot 4:
Surveying and strategic advice
Lot 5:
Valuation and compulsory purchase orders
Lot 6:
Business rating services
Lot 7:
Integrated workplace management
International services:
You can only buy any of the listed optional international services if it is part of a call-off with UK requirements. The service should not be used for stand-alone requests outside of the UK.
Suppliers:
There are 45 suppliers on this agreement, divided between the lots.
Pricing:
You can get pricing information by sending an email to [email protected]
Rate reviews:
The earliest date for inflationary increases to the framework prices will be the 21 August 2023.
Payment profiles:
Where the customer requires that a non-standard or bespoke payment profile will be necessary for the duration of any contract, the details should be set out in the order form as a supplementary term.
Step 1:
Access agreement
Step 2:
Engage with suppliers
Step 3:
Create specification and assessment criteria
Step 4:
Decide how to select your supplier
Step 5:
Complete your call-off contract
Year:
2026
Jurisdiction:
California, USA
Type of Document:
Legal agreement
Parties:
{LAW FIRM}, {CLIENT NAME}
Subject:
Probate, estate administration, attorney fees
Effective Date:
Upon execution and initial deposit
Reference:
California Probate Code sections 10810, 10811; California Rules of Court rules 7.700, 7.703
Scope:
Representation of personal representative in estate administration, excluding individual litigation and tax filings
Deposit:
Held in Client Trust Account for costs, advances, and expenses
Year:
2022
Region / City:
[Not specified]
Theme:
Sustainable Estate Management
Document Type:
Technical Specification
Organization / Institution:
Department for Education (DfE)
Author:
AWI
Target Audience:
Technical professionals in school design and construction
Period of Validity:
Up to 2050
Approval Date:
[Not specified]
Amendment Date:
[Not specified]
Year:
Not specified
Region / city:
Manitoba
Topic:
Probate, Estate Administration
Document Type:
Affidavit
Organization / Institution:
Not specified
Author:
Not specified
Target Audience:
Executors, Legal Professionals
Effective Period:
Not specified
Approval Date:
Not specified
Date of Amendments:
Not specified
Year:
2026
Region:
United Kingdom
Subject:
Estate Management Services
Document Type:
Order Form Template / Call-Off Contract
Organization:
Crown Commercial Service (CCS)
Contract Reference:
RM6168
Parties:
Buyer and Supplier
Call-Off Start Date:
[to be completed]
Call-Off Expiry Date:
[to be completed]
Extension Period:
None
Maximum Liability:
As per Clause 11.2 of Core Terms
Included Schedules:
Joint Schedule 1–12, Call-Off Schedules 1–21
Reimbursable Expenses:
None
Service Credits:
Not applicable
Year:
December 2025
Region / City:
Australia
Topic:
Information Security, Cloud Security
Document Type:
Template
Organization / Institution:
Australian Signals Directorate (ASD)
Author:
Unknown
Effective Period:
Ongoing
Approval Date:
December 2025
Date of Changes:
N/A