It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas as to how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However, estate planning is a...Read More
For many Australians, superannuation is close to overtaking the family home as the main asset in estates. For dependants of a deceased person, like a surviving spouse, the tax situation is as simple as it can be. You do not pay tax on any component of a...Read More
None of us likes to consider our own mortality. For our older loved ones, it’s an even more confronting topic and difficult to discuss. When Lindsay became ill, his family’s priority was to support him through his treatment, and keep him positive and as comfortable as...Read More
A Will is a legal document that sets out who will receive your possessions and property when you die. Having a valid Will is your opportunity to choose who your executor will be to administer your estate and how you would like your estate to be distributed. Through...Read More
Superannuation generally does not form part of your estate. This means that when you pass away, your superannuation is not automatically transferred to your loved ones under your will. A valid death benefit nomination is one way to ensure that your superannuation and...Read More
Your estate planning includes at the very least your Will, Enduring Power of Attorney, Advance Health Directive and your Binding Death Benefit Nomination. We recommend that you review your estate planning documents every twelve (12) months, maybe at the same time as...Read More
