NashClavey Mandurah

15/05/2026

LAMB FOUR QUARTERS

Ron Lamb had passed away and, while his wishes were clear, his Will was not. Indeed, it was non-existent.

Before me sat his eldest son, Ron Jnr who told me that dad’s farm was to be split up so each child got a block. So clear was the intention that the blocks were called Ron’s, Don’s, John’s and Belinda’s blocks. Belinda’s block was worth $1 million and the boys’ were all worth about $3 million apiece. The boys got the bigger blocks, Don told me, because they worked them and had built houses on them.

“Without a Will”, I told Ron, “none of you are entitled to anything in specie”, meaning, no one was entitled to any specific asset. But, on the bright side, each would get a share of the estate worth $2.5 million. To this Ron said, “no wonder Belinda is doing a happy dance”.

Happy dance was not what the boys were doing. In order to keep their blocks, they each had to pay Belinda $500,000 and, on top of that, stamp duty on that portion of their own blocks.

A case I have since called Lamb Four Quarters remains a salient lesson in getting your ducks in a row. Wills can not only give voice to your wishes, they can really earn their keep by saving on stamp duty.

If you hate paying unnecessary taxes or stamp duty, call NashClavey-Mandurah on 95351577 for advice on your Will.

23/04/2026

Its Super, Man!

So, James asked me to make his Will say that his superannuation went to his kids, Jim and Sarah (and not his lovely wife, Catherine!).
James seemed surprised when I told him that his super could not be included in his Will unless he did something first.
That something was completing his super fund’s death benefit nomination form so say that his super be paid to his LEGAL PERSONAL REPRESENTATIVE (which, here, just meant Executor).
And because James could not remember whether he had done his super nomination or if he had, who it was going to, he just decided to download a fresh nomination form and tick the box saying that it be paid to his LEGAL PERSONAL REPRESENTATIVE.
I then drafted James’ Will to say that his superannuation went to his children and everything else when to his lovely wife, Catherine.
If you feel confused, like James, when it comes to superannuation, call NashClavey-Mandurah 95351577.

17/03/2026

MATTERS OF THE HEART

“My financial planner says I need a testamentary trust”, said Barry.

So, I asked Barry if he needed to PROTECT one of his beneficiary children from either themselves or from someone else. Was there a young child, drug addict, bankrupt or someone going through a divorce?

“None of the above”, he said. His children, Peter, Paul and Mary were all doing well and he loved them all EXCEPT… Mary’s husband was, well… let’s just say, I can’t repeat what Barry said to me then.

What I can say is that Barry did not want Mary to get a cent because, and as he put it, “that bleep will never get his bleeping hands on my bleeping money. Over my bleeping dead body, he will!”

But did we end up putting Mary’s share in a testamentary trust? No, we didn’t. And there were 2 reasons why.

First, Barry hadn’t realised that the testamentary trust would effectively make his boys their sister’s keepers. That’s because, as Mary’s trustees, they would have to manage Mary’s inheritance per Barry’s wishes and against Mary’s wishes. Second, Mary, who loved her husband, had got wind of the financial planner’s plan and had already stopped talking to poor Barry.

More than anything else in the world, Barry wanted his loving daughter back in the fold and he wanted to leave a legacy where she and her brothers all got along.

I was again reminded that trying to rule from the grave can often have the unintended consequence of bumping up against MATTERS OF THE HEART.

If you would like advice on testamentary trusts and more, call NashClavey-Mandurah on 95351577.

29/08/2024

SPOTS ARE FILLING FAST!
Call 9535 1577 to register.
****************************
Come and join us for a FREE event that will be of value to you!
Places are strictly limited so don't delay.
Morning tea provided.
We look forward to meeting you! 😊

11/01/2022

To help you keep this New Years Resolution, for January only, we are offering a limited time offer of fifty-five dollars off the cost of a standard will.

Book online at www.nashclavey-mandurah.com.au/book-an-appointment/ or call us on (08) 9535 1577.

NashClavey-Mandurah provides legal advice in wills and estate planning to make sure that your family

07/07/2021

⭐️ Testimonial ⭐️

So thrilled to receive feedback like this!

02/07/2021

⭐️ Testimonial ⭐️

What a great way to end the week by reading such a wonderful review!

28/06/2021

Making a Will can be daunting. We’re trying to change that!

We take the time to get to know what is important to our clients to ensure that your concerns are addressed and that your loved ones are provided for 🧡

We offer a range of comprehensive Wills and estate planning services including:

• Drafting simple and complex Wills;

• Testamentary trusts;

• Preparing Enduring Powers of Attorney and Enduring Powers of Guardianship;

• Advance Health Directives; and

• Applications for Probate and Letters of Administration

Don’t put it off any longer! Call our friendly team to discuss making an appointment with Catherine Bastow or Holly Pritchard on (08) 9535 1577 or book online at
www.nashclavey-mandurah.com.au

17/05/2021

Waroona Wills Day!

We understand that rural residents of the region, such as those in the Waroona and Murray Shires, as well as those as far afield as Harvey, often find it difficult to travel into town.

For this reason we have for some time provided a regular service through our association with the Waroona Community Resource Centre. Taking appointments on the last Friday of each month.

Holly Pritchard, a former resident and employee of the Shire of Waroona, enjoys an opportunity to meet members of the community and provide a conscientious wills and estate planning service to rural residents of the region.

Holly will be visiting Waroona again on Friday 28 May 2021. Get in quick as spaces are filling fast!

For more information or to book just call NashClavey-Mandurah on 9535 1577 or book online at
www.nashclavey-mandurah.com.au

27/04/2021

We're back in the office!

Appointments available this week.

To book Call us on 9535 1577 or visit
www.nashclavey-mandurah.com.au