estate planning

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Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

Q: My wife and I are reviewing our Estate planning.  [...]

By |2020-05-22T13:19:22+10:00May 22nd, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

Q. The difference between Discretionary Trust and Unit Trust and how they work and its pros and cons?

Q: I have been advised to set up a Discretionary [...]

By |2019-10-28T10:34:47+11:00October 28th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. The difference between Discretionary Trust and Unit Trust and how they work and its pros and cons?

Aged Care journey for the elderly: Ranking higher on the highest 10 significant life events

For those of you who are close to retirement or [...]

By |2019-03-18T12:23:50+11:00February 27th, 2019|Newsletters|Comments Off on Aged Care journey for the elderly: Ranking higher on the highest 10 significant life events

Q. My husband and I have just re-written our wills, shouldn’t our wills cover our instructions on death and why is there a need to have a Binding Death Benefit Nomination?

Q. My husband and I have just re-written our Wills, [...]

By |2018-04-19T16:56:13+10:00April 19th, 2018|Blog, Q&A Andrew Heaven|Comments Off on Q. My husband and I have just re-written our wills, shouldn’t our wills cover our instructions on death and why is there a need to have a Binding Death Benefit Nomination?

Q. I have contributed $540,000 to my Super fund in June 2017 and have made no other contributions, however, I received a notification from the ATO that I have exceeded my Non-concessional super contribution…how did this happen and what are the penalties?

Q. I have just received a notification from the Australian [...]

By |2017-12-11T16:57:32+11:00December 8th, 2017|Blog, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. I have contributed $540,000 to my Super fund in June 2017 and have made no other contributions, however, I received a notification from the ATO that I have exceeded my Non-concessional super contribution…how did this happen and what are the penalties?