Australia & New Zealand Extension

draft

Succession rules for AU and NZ: superannuation binding death benefit nominations, family provision claims, Aboriginal/Torres Strait Islander land, NZ Property (Relationships) Act, testamentary promises, and Maori land under Te Ture Whenua.

australia-nz.json — Extension

Properties(8)

Property	Type	Required	Description
`jurisdiction`	`string`	✓	(AU-NSW, AU-VIC, AU-QLD, AU-WA, AU-SA, AU-TAS, AU-ACT, AU-NT, NZ)
`superannuationNominations`	`[]`
`familyProvisionClaims`	`[]`
`aboriginalLandDetails`	`[]`
`nzPRA`
`testamentaryPromises`	`[]`
`maoriLandDetails`	`[]`
`notes`	`string`

References

This schema references the following schemas:

money

Raw JSON Schema

{
  "$schema": "https://openinherit.org/v1/dialect.json",
  "$id": "https://openinherit.org/v1/extensions/australia-nz.json",
  "title": "Australia & New Zealand Extension",
  "description": "Succession rules for AU and NZ: superannuation binding death benefit nominations, family provision claims, Aboriginal/Torres Strait Islander land, NZ Property (Relationships) Act, testamentary promises, and Maori land under Te Ture Whenua.",
  "type": "object",
  "$defs": {
    "SuperannuationNomination": {
      "type": "object",
      "properties": {
        "assetId": { "type": "string", "format": "uuid" },
        "fundType": {
          "type": "string",
          "enum": ["smsf", "industry", "retail", "public_sector", "corporate"]
        },
        "nominationType": {
          "type": "string",
          "enum": ["bdbn_lapsing", "bdbn_non_lapsing", "non_binding", "reversionary_pension"]
        },
        "binding": { "type": "boolean" },
        "expiryDate": { "type": "string", "format": "date" },
        "expiryRule": { "type": "string" },
        "trusteeDiscretion": { "type": "boolean" },
        "nominatedPersonIds": {
          "type": "array",
          "items": { "type": "string", "format": "uuid" }
        },
        "taxableComponent": { "$ref": "../../common/money.json" },
        "taxFreeComponent": { "$ref": "../../common/money.json" },
        "notes": { "type": "string" }
      },
      "required": ["assetId", "nominationType"],
      "additionalProperties": false
    },
    "FamilyProvisionClaim": {
      "type": "object",
      "properties": {
        "claimantPersonId": { "type": "string", "format": "uuid" },
        "relationship": { "type": "string" },
        "statute": { "type": "string" },
        "eligibleUnderStatute": { "type": "boolean" },
        "limitationPeriod": { "type": "string" },
        "notionalEstateEngaged": {
          "type": "boolean",
          "$comment": "NSW-specific"
        },
        "claimFiled": { "type": "boolean" },
        "filedDate": { "type": "string", "format": "date" },
        "outcome": {
          "type": "string",
          "enum": ["pending", "upheld", "dismissed", "settled"]
        },
        "notes": { "type": "string" }
      },
      "required": ["claimantPersonId"],
      "additionalProperties": false
    },
    "AboriginalLandDetails": {
      "type": "object",
      "properties": {
        "propertyId": { "type": "string", "format": "uuid" },
        "landType": {
          "type": "string",
          "enum": ["native_title", "alra", "aboriginal_freehold", "ilua", "torres_strait"]
        },
        "nativeTitleDetermination": { "type": "string" },
        "landCouncil": { "type": "string" },
        "successionRestrictions": { "type": "string" },
        "notes": { "type": "string" }
      },
      "required": ["propertyId", "landType"],
      "additionalProperties": false
    },
    "NZPropertyRelationshipsAct": {
      "type": "object",
      "properties": {
        "applicable": { "type": "boolean" },
        "relationshipProperty": { "$ref": "../../common/money.json" },
        "separateProperty": { "$ref": "../../common/money.json" },
        "optingOutAgreement": { "type": "boolean" },
        "notes": { "type": "string" }
      },
      "additionalProperties": false
    },
    "TestamentaryPromise": {
      "type": "object",
      "properties": {
        "claimantPersonId": { "type": "string", "format": "uuid" },
        "promiseDescription": { "type": "string" },
        "statute": { "type": "string" },
        "status": { "type": "string" },
        "notes": { "type": "string" }
      },
      "required": ["claimantPersonId"],
      "additionalProperties": false
    },
    "MaoriLandDetails": {
      "type": "object",
      "properties": {
        "propertyId": { "type": "string", "format": "uuid" },
        "landBlockIdentifier": { "type": "string" },
        "maoriLandCourtReference": { "type": "string" },
        "successionUnderTeTureWhenua": { "type": "boolean" }
      },
      "required": ["propertyId"],
      "additionalProperties": false
    }
  },
  "properties": {
    "jurisdiction": {
      "type": "string",
      "enum": [
        "AU-NSW", "AU-VIC", "AU-QLD", "AU-WA", "AU-SA",
        "AU-TAS", "AU-ACT", "AU-NT", "NZ"
      ]
    },
    "superannuationNominations": {
      "type": "array",
      "items": { "$ref": "#/$defs/SuperannuationNomination" }
    },
    "familyProvisionClaims": {
      "type": "array",
      "items": { "$ref": "#/$defs/FamilyProvisionClaim" }
    },
    "aboriginalLandDetails": {
      "type": "array",
      "items": { "$ref": "#/$defs/AboriginalLandDetails" }
    },
    "nzPRA": { "$ref": "#/$defs/NZPropertyRelationshipsAct" },
    "testamentaryPromises": {
      "type": "array",
      "items": { "$ref": "#/$defs/TestamentaryPromise" }
    },
    "maoriLandDetails": {
      "type": "array",
      "items": { "$ref": "#/$defs/MaoriLandDetails" }
    },
    "notes": { "type": "string" }
  },
  "required": ["jurisdiction"],
  "minProperties": 1,
  "patternProperties": {
    "^x-inherit-": {}
  },
  "unevaluatedProperties": false
}