This detailed article covers the basic essentials of estate planning It is often said that death is final. However, a grieving family knows only too well that the death of... read more →
You may have a well-constructed estate plan delivering the outcomes that you want regarding your wealth after death. When established, your estate plan may pass the fundamental test which is:... read more →
For many people, the decade between ages 50 to 60 represents a time of significant change. Some changes may be welcome, while others may be more difficult to manage. Either... read more →
Completing a thorough estate planning review is crucial for your peace of mind as well as the comfort and wellbeing of loved ones. It is also much more than just... read more →
With a growing trend towards individuals managing their own superannuation through Self-Managed Super Funds (SMSFs), the estate planning aspect of SMSFs is becoming an increasingly important issue. For example, what... read more →
“Isn’t estate planning all about looking after the assets of the wealthy when they die? What has estate planning got to do with being a single parent?” Of course estate... read more →
Self-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up... read more →
Each year, large numbers of Australians die without a Will. As our lives become more complex, it is an oversight that can be as costly as it is heartbreaking. None... read more →
Is your retirement just around the corner? Then it’s time to make your super work harder by avoiding these common pre-retirement super traps and start planning. 1. Outdated investment strategies... read more →
Australia’s population is an ageing population. In 2007, 13 per cent of Aussies were aged 65 and over and by 2056 this figure will be close to 23 per cent... read more →