Q. My wife and I are in our late 70’s [...]
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. 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 [...]
Welcome to the latest edition of 'Wealth & Health' Firstly, [...]
Q. My father is 86 and a widower, he recently [...]
Q. My mum passed away recently. Mum and dad purchased some [...]
Q. My wife has built a really impressive coin collection [...]
Q. I am employed full time and receive Employer Superannuation [...]
Q. What is the process of contributing funds into our super through ‘Superannuation Downsizer Contributions”?
Q. My wife and I are looking to downsize the [...]
Q. I have an investment loan that I am currently paying interest only on …what changes will apply to my loan?
Q. I have an investment loan that I am currently [...]