estate planning
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Super strategies after losing your spouse in retirement: What are the rules?
Inheriting your spouse’s super in retirement needs careful planning to ensure you make the most of the tax-free pension phase without exceeding your limit.
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Estate planning when your child has a disability: What can I do?
Planning financial support for your children after you die is tricky, but a child with disability makes the task even harder. How do you ensure your child is cared for and financially secure?
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Webinar: Estate planning and superannuation
We will look at how your superannuation benefits interact with your estate planning objectives; What you need to know now to get the best outcomes later. This is a not to be missed webinar for members of all types of super funds.
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Winding up an estate: 11 steps to help get the job done
As you get older, you’re likely to find yourself undertaking the painful task of winding up an estate for a spouse or family member, so it pays to know the key responsibilities of an executor.
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Estate planning and SMSFs: What it is and why it matters
Along with a valid Will, your SMSF is an essential part of your estate plan. From your personal wishes to tax and legal matters, there’s a lot to consider.
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What is a testamentary trust and does my Will need one?
Establishing a testamentary trust can have valuable estate planning benefits. With significant amounts due to be transferred via inheritances in the coming decades, it may be worth considering one.
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Have you got an exit plan? The importance of estate planning
Older Australians are wealthier than ever before, so careful estate planning is crucial if you want your super and other assets to be distributed in line with your wishes.
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SMSFs and estate planning: What fund members should consider and plan for
The second article in our four-part “SMSF and estate planning series” covers the key issues for trustees when it comes to estate planning within their self-managed fund.
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SMSFs and estate planning: An introduction
Ensuring your super is dealt with according to your wishes when you die is not only important for your beneficiaries, but for your fellow trustees and the fund itself.
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SMSF death benefits: Who are my dependents and why does it matter?
When it comes to validity for death benefit nominations, the best place to start is with the rules around ‘dependents’.
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Advance care planning: Wills, Powers of Attorney, living wills and more
Getting your affairs in order is about more than a Will, you also need to think about how your wishes will be carried out if you no longer have capacity to make your own decisions.
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Elder abuse: How to spot the signs and reduce risk
One in six Australians over the age of 65 is experiencing some type of abuse and the main perpetrators are most likely to be their adult children.
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Planning for cognitive decline
Dr Jane Lonie from Autonomy First discusses some of the key aspects of cognitive impairment that retirees should be aware of, and why it is prudent to have a plan for cognitive decline.
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Losing capacity: The issues for SMSF trustees and what you need to do
None of us likes to think about losing mental capacity, but failure to plan for the possibility can have a major impact on the running of your SMSF and its other members.
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SMSF estate and succession planning: What’s the difference?
When planning who gets what when you die, many people forget about their SMSF. It’s not just about the distribution of fund assets, but who’s in control.
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Video: We need to talk about Mum and Dad
In this video Tracey Spicer talks to Jean Kittson about her book We need to talk about Mum and Dad, a practical guide to supporting ageing parents. Jean shares tips about confronting the taboos around ageing, deciphering a whole new world of jargon and finding the right specialists to help you navigate headaches such as…
