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. [...]
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 [...]
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 [...]
Q. If I own shares jointly with my wife, what happens to ownership when one of us dies?
Q. If I own shares jointly with my wife, what [...]
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, [...]
Q. What are the advantages of owning insurance inside Super?
Q. What are the advantages of owning insurance inside Super? [...]
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 [...]
Q. What are the consequences for my Age Pension if gifts are counted as an asset?
Q. I am applying for the Age Pension and the [...]
Wealth & Health – Edition 3, 2017
Welcome to the latest edition of 'Wealth & Health' Firstly, [...]
Q. Securing an affordable and comfortable Aged Care facility for your elderly loved one’s needs
Q. My father is 86 and a widower, he recently [...]