Who Gets Your Superannuation When You Die?
Ensure your superannuation savings go to your chosen beneficiaries by understanding the rules and keeping your nominations up to date.
Ensuring Your Superannuation Benefits End Up with the Right Beneficiaries
Ensure your superannuation benefits are distributed according to your wishes. Learn about binding death benefit nominations and why keeping them up to date is crucial.
To be or not to be the Executor
Being asked to be an executor of someone’s Will is an honor, but it comes with significant responsibilities. Learn about the duties involved, potential challenges, and when it might be best to decline the role.
Should you consider a testamentary trust?
Worried about your family’s future after you’re gone? A testamentary trust might be the solution. Learn how this estate planning tool can provide tax advantages and protect your assets for your beneficiaries, ensuring your wishes are honored.
An important conversation with your parents (and your kids)
Talking about sensitive topics like finances, estate planning, and aged care with elderly relatives can be difficult. This article provides guidance on how to approach these important conversations, ensuring everyone’s wishes are respected and providing peace of mind for the entire family.
What are investment bonds, and how could they be used?
Popular in the days before compulsory superannuation, investment bonds fell out of favor as super became the preferred tax-advantaged environment....
Personal Insurance FAQs
Personal Insurance FAQs Personal insurance is designed to protect you and your loved ones from the financial consequences of death...
An Overview of Trusts in Australia
An Overview of Trusts in Australia Introduction Trusts are a fundamental element in the planning of business, investment and family...
Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations
Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations Even if you’re not...