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What happens to my super when I die?
February 27, 2024Estate Planning
Your super isn’t automatically included in your will, unless you've given certain instructions to your super fund first. Deciding who gets your super when you die isn’t as simple as having a will. That’s because wills typically only cover assets you own personally, such as houses, cars, investments, jewellery and other personal items, whereas super...Read More
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most important part, can ensure your estate is...Read More
What is Estate Planning?
September 27, 2023Estate Planning
Estate planning is a crucial aspect of financial management that often goes overlooked until it’s too late. It involves careful consideration and documentation of how your assets and wealth will be managed, protected, and distributed upon your passing. By engaging in estate planning, you can ensure your family members and loved ones are well taken...Read More
Who needs a testamentary trust?
July 24, 2023Estate Planning
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. In fact, the value of inheritances as well as gifts to family and...Read More
Sowing the seeds of succession
March 27, 2023Estate Planning
Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. And that’s why it is even more important to plan early and get it right when you are on the land. You are not just dealing with a business, but...Read More
If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life or if you pass away. If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might...Read More
Wills and powers of attorney
October 4, 2022Estate Planning
A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions. Estate plans An estate plan records what you want done with your assets after your death. It can include documents such as: your will a testamentary...Read More
A Will to give
August 23, 2022Estate Planning
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking openly about how you want your assets to be passed on can help avoid family disputes that take a toll both financially and emotionally. It...Read More
We often don’t like to think of our mortality, but it’s a fact of life. The best way to take care of your business, family and loved ones in the event that you are no longer here is by putting in place a solid plan, writes Melisa Sloan, author of Legacy, and an Estate Planning...Read More
By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth handover in history. The largest part of this great wealth transfer will be between members of...Read More