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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
Transferring death benefits and the tax implications
November 23, 2020Estate Planning
Transferring a super benefit from one fund to another requires the rollover of the required amount from a member’s accumulation or pension account to the new fund. Generally, if a pension is fully rolled over between funds, it is required to come to a stop with the amount being added to the member’s accumulation account...Read More
Estate planning and investments
October 6, 2020Estate Planning
It's a question most of us ask eventually: what happens to our investments when we die? The answer often depends on the type of asset you own and the structure through which you own it. Generally, when you die an executor that you nominate in your will takes control of your assets and has responsibility...Read More