top of page
Search

Unlocking the Secrets of De Facto Relationships and Estate Planning


Did you know that your de facto partner could have a significant claim on your estate? In Australia, de facto relationships come with their own set of legal intricacies that can greatly impact your Will and superannuation benefits. Here's what you need to know to protect your partner and ensure your wishes are met.


Why It Matters:

  • If you haven't made adequate provisions for your partner, they might challenge your Will.

  • Ensuring your partner has shelter, a steady income, and a financial cushion for life's unpredictability is crucial.


The Law's Take:


  • A de facto relationship might automatically exist if it's registered or there's a child involved.

  • If your relationship lasts over two years and shows signs like shared residence, financial interdependence, or a mutual commitment to a shared life, it’s likely legally recognised.


What the Courts Look At:


  • Living together? Check.

  • Financial ties? Check.

  • Shared life goals? Check.

  • Supporting each other’s kids? Check.

  • Publicly seen as a couple? Check.


Pro Tip: 

Courts take a holistic view, so all aspects of your relationship count. This applies to both same-sex and opposite-sex couples, even if there's another marriage or de facto relationship in the picture.


Your Next Moves:

  1. Lawyer Up: Discuss your relationship status with a legal expert.

  2. Will Power: Ensure your Will reflects your partner’s needs.

  3. Super Savvy: Review and update your superannuation nominations.

  4. Decide Wisely: Choose who should receive your super benefits.

  5. Lock It Down: Consider a binding, non-lapsing nomination for peace of mind.

  6. Stay Current: Regularly update your legal documents to reflect any changes.


Don’t leave your partner’s future to chance. Consult your Inherit-nominated lawyer today to ensure your de facto partner is well provided for and your legacy is secure.


Your estate planning journey starts here. Secure and protect your legacy with our comprehensive, tailored estate planning services.

 
 
 

Comments

mornington beach.png

Made in Mornington /  Victoria

Inherit Australia is located on the picturesque Mornington Peninsula, just an hour's drive south of Melbourne. Our local team, boasting over 50 years of combined experience in legal and technology, is committed to addressing the complex challenges of estate planning. From Power of Attorney documents to comprehensive estate plans, we cater to a diverse clientele, including retail customers, financial advisers, and legal professionals. Our proprietary software and data, proudly 100% Australian-owned, designed, and hosted, underscore our commitment to delivering secure and tailored estate planning solutions.

​

At Inherit Australia, we understand that your information is sensitive. In order to setup your account we need to verify your email address to ensure your identity. This will allow you to access your data in the future and communicate with us from a verified email address or Google account.

Further, our software platform that gathers your information maintains the highest data security and privacy standards that have been approved by Xero in line with the ATO data security guidelines. All data transactions occur over a secure transit layer (SSL). Our data is stored at Microsoft Azure Australian-based data centre (Port Melbourne) that carries the following internal data security controls and Data centre certificates: ISO 27001, ISO 27018, SOC 1, SOC 2, SOC3, FedRAMP, HITRUST, MTCS, IRAP and ENS.

​

Your sensitive data is also encrypted at the application layer using a random key and seed generated exclusively for your Life Vault. The keys and seeds are stored in corporate-grade key storage hosted separately from your data and maintained by Microsoft Azure.


Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone:    (+61) 3 5976 6565

​

© 2018-2024 Inherit.legal Pty Ltd ACN 649 488 808, trading as Inherit Australia. All rights reserved

Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone: (+61) 3 5976 6565

About | Contact | Support | Privacy | Secutiry | Blog

Follow Us On:

  • Facebook
  • LinkedIn
bottom of page