Australians need help on how to manage huge wealth transfer
Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers…
Planning for the future of a special needs child
While estate planning is essential for any parent, it takes on additional significance for the parents of a child with special needs. One of your biggest concerns is probably planning…
NAB predicts sharp slowing of property prices in 2022
NAB has upgraded its property price growth forecasts for 2021 and 2022 in its latest quarterly property report. The bank now expects growth of 22.7 per cent nationally in 2021…
‘Should I give my home to my daughter now or will it to her?’
Q: What is the best way to proceed after retirement? I wish to move out of my house on a small acreage and succeed it to my daughter and her…
Who inherits your super?
Clients have many misconceptions around their superannuation and this can impact on how they plan for the future. The right questions can prompt a broader conversation on the benefits of…
Relationship break-up entitlements when you’re in a de facto
If you’re wondering who’ll get the home you’re currently living in, the car, or boat if you have one, we answer some of the commonly asked questions, so you’re across…
Executor of will and power of attorney: What’s the difference?
What is the difference between an executor of will and power of attorney? Let’s discuss their roles and why they are both important tools in estate planning. None of us…
Will v trust: Which is best for you?
Should you create a will or a trust? Learn about their differences to know which is the best option for your estate planning. Do you need to create a trust…
Estate planning and why you need a super plan
When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably…
