Married? De facto? Does it matter for same sex couples?BY DAVID GLEN | FRIDAY, 16 FEB 2018 1:12PMIt sure does. As advisers, we need to understand the subtle nuances of modern living arrangements for all our clients, particularly those in same sex relationships. Hopefully ... Upgrade your subscription to access this article
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
The Income Tax Act 1997 has always made provision for same sex and defines "spouse" to include same sex. The issue with superannuation policies will be how the different fund/trustee define same sex spouse and the actual proof that be will required upon the death of your spouse (of the same sex, but not married). Upon death is normally too late to prove you were in a De Facto, same sex relationship. This needs to be defined now.