05 Jul Why SMSFs want estate-planning advice
An estimated 77,000 self-managed super funds (SMSFs) have unmet needs for advice on estate planning.
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Estate Planning
13 May Living and dying – doing it your way
Living longer is something to be celebrated. But it can be a less settling prospect if advancing age or an accident reduces your capacity to make decisions. Worse still, if you are incapacitated. It is a good reason to make provisions ahead of time to pass...
30 Apr Heirlooms no more
Why kids no longer want parents’ treasures If you are a baby boomer, you might be thinking about gifting some of your treasured possessions - especially if downsizing is on the horizon. But if you were planning to pass them on to your kids, you could...
01 Dec Statutory wills are underutilised in estate planning
Statutory wills are being neglected in situations where a family member has lost capacity with the absence of an established will, according to Australian Unity Trustees.
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22 Sep Estate planning and why you need a super plan
When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super can...
21 Sep Til death do us part
While a thorny issue at times, it’s often worth having a discussion around inheritance. Letting people know what is coming, or not, can avoid nasty surprises and expensive claims later down the track. Estate planning is a fundamental part of financial planning, with the main aim being...
05 Aug Estate planning strategies for 2017-18
With the $1.6 million transfer balance cap now in place, technical experts have identified some of the considerations that will need to be made in relation to death benefits and reversionary pensions.
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28 Jun Do’s and don’ts of estate planning
Most financial planners are now fully aware of the importance of estate planning when it comes to developing a comprehensive financial plan for their clients.
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