Your SMSF is an important component in the estate planning process. Check our 9 tips for keeping your fund estate planning ready.
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 Centrelink, aged care and enduring powers of attorney.
Have you got an exit plan? The importance of estate planning
How to make sure the people you love get the inheritance you had planned for them.
Multi-generational SMSFs: Benefits and pitfalls
Is it a good idea to have a family SMSF? We look at the pros and cons of being a family that saves together.
Super strategies after losing your spouse: What are the rules?
Making decisions about money at an emotionally difficult time can be challenging. Putting in place strategies when you are both fit and well can help in the future. We look at three different scenarios that can help save you money and may reduce tax liability.
Surely I don’t need a testamentary trust will (TTW)?
A testamentary trust is a trust which is only created upon the death of the testator, and which is specified in his or her will.