Rod Jones

Expertise

Recognition

Accolades

• Best Lawyers in Australia – Recognised for Wealth Management / Succession Planning Practice (Adelaide, AU) – Since 2022 edition
• Doyle’s Guide – Recommended Lawyer for Wills, Estates & Succession Planning – SA, 2019 & 2022
• Doyle’s Guide – Leading Lawyer for Wills, Estates & Succession Planning – SA, 2019
• Doyle’s Guide – Recommended Lawyer for Wills, Estates & Succession Planning – SA, 2017 to 2018 and 2020
• Doyle’s Guide – Recommended Lawyer for Wills & Estates Litigation – SA, 2015 to 2017 & 2020

Recent deals and media coverage

• Young lawyers learn the ropes for SA emerging industries – InDaily, 7 December 2021

Memberships

• South Australian Local Community Chair, SMSF Association
• Committee Member, STEP – SA Branch
• Founding past Chair, Country Arts Foundation

Related Insights

• Succession Act (SA) 2023 – Changes in SA – Part 1
• Law Reform in South Australia: Succession Act 2023 (SA)
• A super self-managed super funds (SMSFs) tangle
• 2023-2024 Federal Budget Update – $3 million super threshold confirmed
• Some strings attached: difficulties with conditional gifts
• Private Client Services: 2021 Year in Review
• Production of will files in Estate Litigation: check your (legal professional) privilege
• ATO Updates SMSF Quarterly Data
• Trumped – promises promises – Estoppel trumps Will
• Estate Costs: Executors need to be timely but beneficiaries should also hasten to caution
• SMSF Death Benefits – Exercising real and genuine trustee discretion – Wareham v Marsella [2020] VSCA 92
• COVID-19 – Providing rental relief for the tenant in my SMSF property
• Court’s Advice to Executor
• Share splits in Wills – But three into two won’t go
• COVID-19 – The Government’s economic stimulus packages explained
• ATO self-managed super funds trustee updates
• Superannuation death benefits – Review succession plans
• A new dawn for superannuation complaints – Australian Financial Complaints Authority (AFCA)
• “Documents of the Trust”
• Digital Assets – what’s the fuss?
• Attorneys & Super – can they make a valid Binding Death Benefit Nomination?
• Super Trustee decision draws on social media
• Superannuation – interdependency and spouses
• No second bite at cherry for former spouse – Lodin v Lodin overturned on appeal
• Superannuation death benefits – Review succession plans
• Are life insurance policies protected from a deceased person’s post-death tax liabilities?
• Protection to Finalise Administration of Estate
• Trust deeds in the new SMSF world – Benefit payments and estate planning
• Basic “rules of thumb” when assessing mental capacity
• Supreme Court of South Australia fires a warning shot to executors
• Will claims – Queensland widens de facto relationship dependency claims
• Will claims – South Australia comments on what is not a close domestic relationship
• Will claims – Step-child of former domestic partner succeeds
• Superannuation year end planning for the 2016/17 financial year
• Estate Litigation Costs. Supreme Court of SA gives a caution
• Likely amendments to the Wills Act (SA) 1936
• Stop the Press! Important Changes to Triple S Super Regulations
• Supreme Court Confirms Principles for Validity of Copy of Lost Will
• Triple Homicide and the Forfeiture Rule
• Charities: To defend or not to defend?
• The costly iPhone Will
• Competing Superannuation Claims
• Not every player wins a prize
• Suspicious Minds
• Superannuation death benefits and bankruptcy
• DIY Electronic Wills – Are we moving to a new normal?
• No postcard from the Philippines
• The Club incident and community values
• Payment of super benefits on death of member
• Confused and vague – did the Willmaker lack testamentary capacity?
• Its all Burmese to me
• Fail – SMSF binding nomination not so binding
• Wills Watch Alert – Statutory Wills – Incapacity

Related News

• Private Client Services: 2023 Year in Review
• Private Client Services: 2022 Year in Review
• 51 Piper Alderman lawyers recognised in The Best Lawyers® in Australia, 2022 edition