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In Baker v Humphreys Mr Baker sought orders confirming his appointment as sole trustee and vesting trust property in him. The background details need consideration to put the application into context. These are summarised as: Sheila and Kim (the Trustees) were the original trustees of a trust Sheila had the power to appoint new trustees … Continue reading
Aaron Adams Trustee Ltd v Jones relates to an application for blessing order to distribute the assets of a substantial discretionary trust for the benefit of persons and charities who were not previously named as beneficiaries of the trust. By way of background: Aaron Adams was seriously disabled following an overseas motor vehicle accident Compensation … Continue reading
Effective 1 July 2026 the thresholds that apply to residential care subsidy (RCS) applications have been updated. The assets limits for the 65 + demographic are now: Threshold A – $300,811 Threshold B – $164,731 (excluding the family home and car). The gifting limit for the five-year period before an RCS application is now $8,500 … Continue reading
