Estate planning

/Estate planning

Relying on an inheritance for your future?

Did you know that one in five Australians pins their hopes for a comfortable retirement on receiving an inheritance? To our way of thinking, it’s an approach that’s both troubling and risky. First of all, it abdicates responsibility as an adult to be responsible for your own financial wellbeing. It also supposes there’s an entitlement [...]

March 8th, 2016|

How Estate Planning protects your loved ones

If you’re like most people, you may think estate planning means simply getting your will done. But will preparation is only part of estate planning, and leaving it at that can impose severe implications for those you leave behind. A simple will that merely splits your assets amongst your surviving spouse and/or children fails to [...]

April 23rd, 2012|

What happens to your super after you die?

One of the most important decisions you make when you join a super fund has nothing at all to do with investment. It revolves around the question of who to nominate as the beneficiaries of your super when you die. It is a critical decision - because if you don't get it right your savings [...]

February 22nd, 2011|