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.
Now that six-member SMSFs are allowed, the question remains; should family members join forces or go their separate ways?
Establishing a testamentary trust through your Will can have significant benefits for your family and beneficiaries, so it’s worth learning more about them.
Your SMSF is an important component in the estate planning process. Check our 9 tips for keeping your fund estate planning ready.
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.
How to make sure the people you love get the inheritance you had planned for them.
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.