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LOCAL BUSINESS AWARDS | Honoured to be a finalist again in the Canberra region

KJB is a finalist in the 2020 Professional Services category: ‘A big sincere thank-you to all our clients and friends for this!’

KJB Law is thrilled to be a finalist again in this year’s

Local Business Awards

for the

Canberra region

. The company is competing in the

Professional Services category

— which it won last year.

“WE’RE so thrilled to be nominated once again and to be a finalist in the competition,” said principal Jo Twible. “A big sincere thank-you on behalf of Andrew, Des and I and everyone at KJB to all our clients and friends for the nomination!”

The awards are conducted over an 11-week period. The public has nominated their favourite Canberra regional businesses which have been divided into 30 categories.

‘We’re so thrilled to be nominated again

and to be a finalist in the competition.

A big sincere thank-you to all our 

clients 

and friends for the nomination!’

JO TWIBLE

principal and solicitor

Voting in the Canberra region opened on April 22 and closed on September 17.

Finalists were selected based on the number of online and printed nominations they got in their category, the more nominations the better chance of being selected as a finalist. There was no arbitrary cut-off point, as the number of nominations varied for each category.

The finalists are judged in two stages — on information received from each business (the qualifying stage) and anonymous judges (the judging stage).

Because of covid, visits to each business are not always feasible, in which case judges will evaluate the business’s website and online presence (social media, advertising, etc) and may conduct impromptu phone interviews.

The winners will be announced at the Local Business Awards gala presentation evening on December 16, which will be attended by local business people, sponsors and dignitaries. Tickets are only available to finalists and sponsors.

All Canberra region finalists:

here

Professional Services category finalists:

here

KJB Law’s awards-entry page:

here

The awards are run by

Precedent Productions

: (02) 8363 3333 or

[email protected]

Pictures: Precedent Productions

DOYLES | Andrew announced as one of ACT’s five ‘pre-eminent’ estate-litigation lawyers

And KJB is the highest-ranking Doyles Guide firm in the Woden area

HUMBLED | Principal Andrew Freer has just been announced as one of the ACT’s top five estates-litigation lawyers.               Picture:

Canberra City News

. Graphics:

Doyles

 

Principal and solicitor

Andrew Freer

has just been listed as one of the

“pre-eminent” lawyers in estates litigation in the ACT

in this year’s

Doyles Guide

listing.

And KJB Law is the highest-ranking Doyles Guide firm in the Woden area, listed as

“second tier” for estates litigation in the ACT

.

“I’m humbled to get this recognition by peers, colleagues and clients,” Andrew said. “And I’m so proud to work for a company that enables people to shine, with co-workers who support each other.

“I acknowledge and put on record my deepest appreciation of the efforts and contribution of all members of the KJB team.

“I’ve been at KJB now for 25 years and it’s quietly satisfying to know the experience and knowledge garnered over that time is valuable and acknowledged.”

This year’s listing of leading ACT wills and estates-litigation law firms highlights solicitors and companies practising in wills and estates litigation, disputes and contested matters in the ACT who’ve been identified by their peers for their expertise and abilities in these areas.

‘I’m humbled to get this recognition by 

peers,

colleagues 

and clients. And I’m so 

proud to 

work

for a 

company that enables 

people to shine,

with 

co-workers who support each other

.’

ANDREW FREER

Principal and Solicitor

Doyles is an independent organisation that rates and recommends law firms based on interviews with clients, peers and industry bodies. 

The firm produces one of the most recognised independent guides to top law firms in Australia. Doyles doesn’t allow firms to buy entries.

Andrew is listed for estates litigation in the ACT. Here’

s the full list of this category’s pre-eminent tier (in alphabetical order):

Pre-eminent ranking:

Keith Bradley

, of Bradley Allen Love;

Phil Davey

, of DDCS Lawyers;

Andrew Freer

, of KJB Law;

Tim Morton

, of Farrar Gesini Dunn; and

Rebecca Tetlow

, of DDCS Lawyers.

KJB Law is listed for estates litigation on the ACT. Here’s the complete listing of all four tiers in this category (in alphabetical order):

First tier:

Bradley Allen Love; and

DDCS Lawyers.

Second tier:

Farrar Gesini Dunn;

KJB Law; and

Meyer Vandenberg.

Third tier:

Bedfords Legal; and

McInnes Wilson.

Recommended:

Baker Deane & Nutt;

Elringtons;

Howes Kaye Halpin;

Symons Phillips; and

Tetlow Legal.

The content and listing of firms, lawyers and barristers is compiled after initial online peer-review-based surveys and phone and face-to-face interviews with clients, peers and industry bodies. 

Its research is focused on clients and legal practitioners.

Most of its personal-services areas (ie, family, crime, estates and succession planning) are compiled via peer-based surveys and reviews.

At the end of the research stage of the ranking process, individuals and firms are ranked according to volume and quality of positive feedback. The distinction between tiers of firms and bands of individuals is made by way of editorial discretion, in light of:

Any clear numerical delineation between firms or groups of firms;

Recommendations from significant clients;

Recommendations from significant peers;

The firm’s or individual’s ranking in previous Doyles’ listings; and

Doyles’ impression of the individual during interviews.

All research is independent, and errors or faults in the guide and listings aren’t due to commercial pressures or relationships.

The firm listing contains four categories, ie, three “tiers” and “recommended”.

The classification of a firm into a particular tier basically depends on numbers. Especially glowing reports from key clients and individuals can also be considered.

The rating of a firm in a particular tier is not a definitive classification as to the skills and abilities of each individual legal practitioner in that firm.

Doyles’ listings of lawyers are in four categories:

Market leader

is awarded to an individual who clearly stands ahead of their peers;

Pre-eminent

and

leading

lawyers are those who consistently draw client and peer praise; and

Recommended

lawyers are those who display particular skills or attributes in the area.

All Doyles’ listings in each ranking category are in alphabetical order. A position at the top of the list category doesn’t indicate a higher ranking or rating than a ranking at the bottom.

Firms don’t have to participate in Doyles’ research or make submissions. Doyles tries to speak to clients and third parties and also senior legal practitioners within firms.

The listing of leading firms and individuals not only creates an environment for a more accurate recognition of Australia’s leading lawyers, Doyles says, but also allows for informed choices for those wanting a local lawyer.

Doyles website

here

Andrew’s Doyles profile

here

.

NEWS ALERT | Change to tax concessions for minors’ income from testamentary trusts

In short, they’re no longer as generous as before

INCOME CONCESSIONS CHANGED | New measures approved on June 22.               Graphic (left): Steve Buissinne/Pixabay. Children (right): Pixabay.

On June 22, the Treasury Laws Amendment (2019 Measures No 3) Bill was approved. 

This means tax concessions previously available to minors when they get income from a testamentary trust have changed and are no longer as generous.

Testamentary trusts vs inter vivos trusts

A

testamentary

trust

is a trust which only comes into existence when someone dies.

An

inter vivos

trust

is a trust which comes into existence while the individual is still alive.

Distributions to a minor (someone under 18) from an inter vivos trust are taxed harshly, with only the first $416 tax-free. Tax is charged at 66 per cent on the next $891 and then tax is charged at 45 per cent on any amounts over $1307.

These rates create a disincentive to distribute income to minors from inter vivos trusts.

Distributions to a minor from a testamentary trust have been taxed more leniently.  

The old situation

Under the former law, any income received by a minor from a testamentary trust was taxed as though the minor was an adult. 

This meant that the first $18,200 of income was tax-free, the next $18,800 was taxed at only 19 per cent, and so on.

It was irrelevant whether this income was derived from assets of the deceased estate or from assets added to the testamentary trust from other sources, for example, assets which were transferred into the testamentary trust from a family trust or from borrowings.

This was one of the aspects which made a testamentary trust attractive for estate planning.

The new situation 

The Treasury Laws Amendment (2019 Measures No. 3) Bill 2019 amended the Income Tax Assessment Act 1936 to insert a new clause, s102AG(2), tightening tax concessions available to minors in respect of testamentary trusts.

It has the effect that income from assets transferred to a testamentary trust on or after July 1 last year will no longer be “excepted trust income" under the legislation and will no longer qualify for the tax concession unless it’s income from assets transferred to the trustee of the testamentary trust from the deceased estate or are an accumulation of such income.

Examples given by the Tax Office with respect to how they’re interpreting these provisions include not just the anticipated scenarios of an inter vivos family trust distributing money or assets to a testamentary trust but also include the testamentary trust borrowing funds to acquire an asset.

So, if a testamentary trust bought a property for $1,000,000 using $500,000 of its own cash from the estate and $500,000 in borrowings, generating a return of $40,000 per annum, and distributed all $40,000 to a minor, only $20,000 of it would be exempted income and taxed concessionally and the other funds would be taxed at the harsher rates.

What to do?

Should you currently administer a testamentary trust and assets are or have been injected into the testamentary trust on or after July 1 last year, separate accounts should be set up within the testamentary trust so income derived from the injected assets is kept separate to income derived from assets of the deceased estate.

Should you and your partner have mirror wills in place under which you provide that each of your respective estate flows into the same testamentary trust, the estate assets of the second person to die will be considered as "injected assets" of the testamentary trust.

To avoid this problem, consideration should be given to amending your wills to allow for separate testamentary trusts to be established.

For more information or to discuss the implications for you and your partner, don’t hesitate to call us, 6281 0999.

An unusual Christmas in July honours Andrew for his quarter-century of service at KJB

There was no singing or dancing (thanks, covid!), but everyone enjoyed our mid-year Yuletide party on the edge of the lake

JULY YULETIDE CELEBRATIONS: Principal Andrew Freer, honoured for his 25 years service at KJB.       Christmas design: Miesha Moriniere/Pexels. Logo: DunJa2410/Pixabay.

Our mid-year function at the end of last month was a staff party with a difference. 

Thanks to covid, there was no singing, no dancing and no close mingling. It was socially appropriate to keep a safe distance from each other, though it did feel odd!

But there was still lots of atmosphere, lots of things to celebrate — especially honouring principal and solicitor

Andrew Freer

for his 25 years’ service at KJB.

The Christmas in July function on Saturday, July 25, for KJB staff and their partners was at

The Boat House

in Canberra. It’s a great venue, right on the edge of Lake Burley Griffin. We had our own private room, with great food, great wine and great company.

Nevertheless, it was quite an unusual celebration for us as we respected social-distancing rules and all the other covid protocols to keep everyone safe.

During the evening fellow principal and solicitor

Jo Twible

spoke in glowing and warm terms about Andrew. “For those of you who’ve only recently joined us, at our mid-year and end-of-year functions we take the opportunity to recognise and celebrate significant employment milestones,” Jo said.

“Andrew started at KJB 25 years ago — on June 26 in 1995. Of our current workmates, only Sue and

Sonya

have been with the firm longer.

“When he started with us, the company was called Ken Johnston Bedford & Co which later became KJB Law. On his first day he impressed his workmates by baking and bringing in an orange poppy-seed cake which everyone enjoyed. At the time he also had black hair!

“In 2000 he made partner. Given his birthday milestone earlier this year, he’s now spent about half his life working here.

“Anyone who works with Andrew knows he’s incredibly hard-working, he’s kind, considerate and compassionate.

Des Moore

[fellow principal and solicitor] and I couldn’t ask for a better business partner!”

Then Jo presented him with a TAG Heuer watch on behalf of the company.

Andrew wasn’t expecting this and was a bit overwhelmed. “It was the first time I’d ever seen him put on the spot!” office manager Sue Hayes said afterwards.

“Basically, he didn’t know what to say, and he’s usually a fantastic speaker, never stuck for words.

“He thanked everyone and said what a great place KJB was to work. He said he still remembered his job interview with me over 25 years ago and joked about who would interview anyone at 5pm on a Friday afternoon!”

See

THE BOAT HOUSE GALLERY

on our

Facebook

page.

CORONAVIRUS | Witnessing documents during isolation — ACT responds!

The ACT has responded to the need for the witnessing of documents to take into account the current health crisis and the need for social isolation.

The problem

You’ll remember from our last news alert about documents being signed in NSW that usually wills, enduring powers of attorney and affidavits must all be signed in the direct presence of a witness, or witnesses.

This means that the witness has to be physically present when the person is signing.

In view of the current hygiene requirements for COVID-19, this requirement has created some significant hurdles for clients wanting, or needing, to plan their estates.

We’d been waiting for NSW’s lead in this area to be followed by the Australian Capital Territory.

The solution

On April 22, the NSW Government passed the regulation — Electronic Transactions Amendment (COVID-19 Witnessing of Documents) Regulation 2020 (NSW) — which addressed the problem (see more on our website

here

).

On May 8, the ACT Government also passed provisions (amending the COVID-19 Emergency Response Act 2020) to allow witnessing and attestation by audiovisual link of an affidavit, a will, a health direction under the Medical Treatment (Health Directions) Act 2006 and a general or enduring power of attorney during the COVID-19 emergency period.

This runs through to the end of a three-month period during which no COVID-19 emergency has been in force.

It’s important to note that the Act doesn’t allow the witnessing of deeds and agreements by audiovisual link.

As under NSW law, there are some further steps that must to be taken by anyone witnessing a person signing a document to meet the requirements set out in the Act for it to be valid.

For further information please call us on 6281 0999.

Picture: Andrea Piacquadio/Pexels

CORONAVIRUS | Witnessing documents in NSW in the health crisis

Social isolating presents problems for people needing witnesses but there are strategies to help while we wait for the ACT to follow NSW’s amended requirements.

The problem

Usually, wills, enduring powers of attorney, appointments of enduring guardian, affidavits and statutory declarations must be signed in the presence of a witness or witnesses. The witness has to be physically present as the person signs.

With the current COVID-19 emphasis on reduced in-person contact, as well as some clients needing to self-isolate, the in-presence requirement has created some significant hurdles for clients wanting (or needing) to do their estate planning.

The solution

On April 22, the NSW Government passed the Electronic Transactions Amendment (COVID-19 Witnessing of Documents) Regulation 2020 (NSW) to address this.

The regulation allow witnessing and attestation of the above documents as well as deeds and agreements by audio-visual link, including video conferencing, for example,

Skype

 (download

here

) and

Zoom

(download

here

), which can be installed on your phone.

There are some extra steps that need to be taken by the person(s) witnessing the signing of the document to meet the requirements set out in the regulation for this method of execution to be valid.

What about the ACT?

At the moment, we don’t have similar provisions in the ACT. But we hope the ACT Government will soon follow our NSW neighbours in this regard.

In the meantime, we have some strategies to help clients complete their estate planning and other legal needs, while complying with government requirements for social distancing.

Call us for more information: 6281 0999.

Picture: energepic.com/Pexels

Know your rights as Australia goes into stage 3 shutdown

What are your rights as Australia goes into stage 3 lockdown and authorities begin enforcing stricter social-distancing?

Rights groups have called for Australians to understand their rights as social-distancing restrictions ramp up and new penalties are introduced to enforce them.

The message from authorities is don’t leave your home unless absolutely necessary — that means going to work or school if you can’t do it remotely, buying essentials, seeking medical care or exercise.

Indoor and outdoor gatherings have been restricted to two people as of Tuesday as part of further efforts to stop the spread of coronavirus.

How will the new rules be enforced?

Breaking the rules will now carry stiff financial penalties across state jurisdictions as police warn they’re not afraid to enforce the measures.

In

NSW

alone, anyone who leaves their house without a “reasonable excuse” could face six months in prison or an on-the-spot fine as high as $11,000. 

Other states have mandated the following penalties:  

ACT:

Warning, followed by fines of up to $8000;

Victoria:

Fines of $1600 or more;

South Australia:

Police will not be enforcing national directive;

Queensland:

Fines of $1330 for individuals;

Western Australia:

Fines of $1000 for individuals;

Northern Territory:

Police will not be enforcing national directive; and

Tasmania:

Capacity to issue fines.

NSW Council of Civil Liberties spokesman Stephen Blanks told SBS News the measures are set to have a “most serious impact” on people’s freedoms and fundamentally change the public’s relationship with police.  

“The way in which they’re enforced is going to have a huge impact on whether the community continues to support these laws,” he said. 

“The issuing of the fines must really be a last resort where compliance cannot be achieved any other way.”

What are your rights if you get stopped by police?

Rights groups have told SBS News police are well within their rights to question people about their reasons for leaving home.

Mr Blanks said if stopped by authorities people can expect to be asked for a “reasonable excuse” for why they’re not at their primary residence. 

He said police will be called on to exercise “mature judgement” in how they enforce their powers, bearing in mind the hefty penalties available.  

“Clearly, if people engage with police in a way that tries to avoid questions police may exercise powers,” he said. 

“Police have extraordinary powers which they can exercise. They could exercise them against people who are unco-operative.”

Mr Blanks said if people do behave in this manner they’d be more likely to be at risk of being fined under the new provisions.

In the ACT, chief minister Andrew Barr has flagged a gradual enforcement process that would involve warnings before on-the-spot fines are applied.  

But in NSW, Police Commissioner Mick Fuller has confirmed 13 infringements have already been imposed on people flouting new restrictions.  

“I hope we don’t have to write any more but I fear there’ll be individuals who won’t get the message, so we’ll be out there,” he said. 

What’s a ‘reasonable excuse’ for leaving home?

Federal and state leaders have summed up the acceptable reasons to leave home as going to work or school, buying essentials, medical care and exercise.  

But under the NSW Public Health Act there are a total of 16 such “excuses” people can use to justify leaving home. 

This includes getting food or other goods or services (including for pets), taking children to childcare, fulfilling carer responsibilities, attending a wedding or a funeral, moving house, providing emergency help and donating blood.

It also includes undertaking legal obligations, accessing public services such as Centrelink or domestic-violence support and allows children who don’t live in the same household to visit their parents or siblings.

Finally, it allows for a religious minister to go to the person’s place of worship or provide pastoral care, avoiding injury or illness and for emergencies or compassionate reasons. 

The two-person rule doesn’t apply to people in your household, which means immediate families can still meet together.

How long are the restrictions in place?

Rights groups told SBS News the unprecedented restrictions were acceptable given the public-health threat.

But they warned the increasing powers must be time-limited, enforced fairly and not discriminate against vulnerable members of society. 

While other countries that have imposed similar lockdown measures such as the United States and the United Kingdom have set a date for when they intend to lift them, Australia has not set a national deadline. 

Civil Liberties Australia vice-president Rajan Venkataraman said it’s vital the measures aren’t in place "any longer than absolutely necessary". 

Prime Minister Scott Morrison has said the impact of the pandemic is expected to last about six months but how long the measures are in place will largely depend on how successful they are at slowing the spread. 

As questions about police tactics to enforce the strict rules continued, NSW police said on Thursday they would be in place for 90 days. 

Mr Venkataraman said increased restrictions can lead to heightened public anxiety despite being designed for public safety.

“There’s always that risk and again with extraordinary new powers there’s absolutely the potential that people may feel intimidated by an increased police presence or questioning,” he said. 

Victorian Liberties spokeswoman Gemma Cafarella told SBS News it was important hefty penalties didn’t unfairly have an impact on vulnerable groups.

“What we do know is fines disproportionately impact people who are poor,” she said. 

“It’s really important to make sure these rules don’t disproportionately affect people who are vulnerable.” 

Prime Minister says Australia is not in ‘lockdown’

NSW, the ACT and Victoria are now the only jurisdictions that don’t require interstate travellers to undergo a 14-day quarantine period on arrival.

Western Australia has not only closed its state borders, it’s also introduced intrastate travel restrictions from midnight on Tuesday meaning people won’t be able to travel outside their designated region.

Other measures are in place to prevent travellers going into remote Indigenous communities in the Northern Territory and South Australia.

The coronavirus pandemic has triggered lockdown restrictions across the world, including the United Kingdom, New Zealand, India, Italy and Peru.

But Mr Morrison has cautioned against using the term “lockdown”, saying he does not want to create “unnecessary anxiety”.

From

SBS News

(used with permission)

More:

Federal Department of Health

Main picture: Anna Shvets/Pexels 

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