Aged care may seem like a long way off. After all, you have plenty to do before you reach that season of your life, right? But if you take some time and prepare for the future now, you’ll find that life rolls along through the transitions much more ...
Transcript: How Do I Reduce Tax in Estate Planning? Tax is an essential consideration in any effective estate plan. By taking steps to minimise the taxes your beneficiaries will pay upon your death, you’ll be able to get the most out of your assets. ...
It’s a fact that Australian millennials face a different economic world than their parents and grandparents did. Student loan debts and the high cost of everyday living can make it difficult to pay for the necessities like rent, let alone save for ...
Effective estate planning is about much more than having a will. It essentially structures your estate so you can distribute your assets as you wish, and it also protects your family’s interests while minimising taxes. That may sound like a tall order, ...
What will happen to your superannuation when you die? If you have any assets at all, you should have an estate plan. Your plan will help your heirs to know how you want your assets distributed after your death. Some estate plans are quite complicated and ...
Before we dive into estate and non-estate assets, it’s helpful to review why estate planning is important in the first place. Estate planning entails much more than just creating a will, although a will is certainly an important part of estate planning. ...
If you work for a business, chances are that you’re eligible for the corporate super fund. With so many options available for investing for your retirement, it can be confusing to know whether or not you should go ahead and use the corporate super fund ...
A strategic estate plan is an essential element in retirement planning. Are you comfortable with your estate plan? The following 10 considerations will help you to hone in on any weaknesses in your estate planning progress. 1. Is My Will Up-to-date? ...