Super strategies after losing your spouse: What are the rules?
Deciding whether to take your partner’s super death benefits as a lump sum, pension or a bit of both requires careful planning; the earlier the better.
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.
Multigenerational SMSFs: Benefits and pitfalls
Now that six-member SMSFs are allowed, the question remains; should family members join forces or go their separate ways?
What is a testamentary trust and does my Will need one?
Establishing a testamentary trust through your Will can have significant benefits for your family and beneficiaries, so it’s worth learning more about them.
Estate planning and SMSFs: What it is and why it matters
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.
