Category Archives: Family Law
Who Gets Your Superannuation When You Die?
Ensure your superannuation savings go to your chosen beneficiaries by understanding the rules and keeping your nominations up to date. Continue reading
Posted in Estate Planning, Family Law, Financial Planning, Retirement Planning, Superannuation
Tagged Beneficiaries, Estate Planning, Financial Planning, Superannuation
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Ensuring Your Superannuation Benefits End Up with the Right Beneficiaries
Ensure your superannuation benefits are distributed according to your wishes. Learn about binding death benefit nominations and why keeping them up to date is crucial. Continue reading
Posted in Estate Planning, Family Law, Financial Planning, Investment Strartegies, Superannuation
Tagged Binding Death Benefit Nomination, Estate Planning, Superannuation
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To be or not to be the Executor
Being asked to be an executor of someone’s Will is an honor, but it comes with significant responsibilities. Learn about the duties involved, potential challenges, and when it might be best to decline the role. Continue reading
Posted in Elder Care, Estate Planning, Family Law, Financial Planning, Legal Advice
Tagged Asset Distribution, Beneficiaries, Estate Management, Estate Planning, Executor Responsibilities, Funeral Arrangements, Legal Advice, Legal Duties, Probate, Tax Returns, Trustee Companies, Will Executor
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Should you consider a testamentary trust?
Worried about your family’s future after you’re gone? A testamentary trust might be the solution. Learn how this estate planning tool can provide tax advantages and protect your assets for your beneficiaries, ensuring your wishes are honored. Continue reading
Posted in Estate Planning, Family Law, Financial Planning, Legal Advice, Trusts
Tagged Asset Protection, Beneficiaries, estamentary Trust, Estate Planning, Financial Planning, Inheritance Management, Legal Advice, Tax Advantages, Trusts, Will and Testament
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An important conversation with your parents (and your kids)
Talking about sensitive topics like finances, estate planning, and aged care with elderly relatives can be difficult. This article provides guidance on how to approach these important conversations, ensuring everyone’s wishes are respected and providing peace of mind for the entire family. Continue reading
Posted in Aged Care Insights, Elder Care, Estate Planning, Family Law, Financial Planning
Tagged Aged Care Arrangements, Elderly Care, Estate Planning, Family Communication, Financial Planning, Funeral Planning, Important Documents, Intergenerational Communication, Power of Attorney, Wills and Probate
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What are investment bonds, and how could they be used?
Popular in the days before compulsory superannuation, investment bonds fell out of favor as super became the preferred tax-advantaged environment. With tighter restrictions on superannuation contribution limits and eligibility requirements, bonds might be worth a fresh look. Investment bonds are … Continue reading
Posted in Family Law, Financial Planning, Investment Strartegies, Life Events, Personal Finance, Tax Strategies
Tagged EstatePlanning, FinancialPlanning, InsuranceBonds, InvestmentAdvice, InvestmentBonds, InvestmentStrategies, LongTermInvesting, RetirementPlanning, TaxAdvantages, WealthManagement
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Personal Insurance FAQs
Personal Insurance FAQs Personal insurance is designed to protect you and your loved ones from the financial consequences of death or disability. They reduce the impact of risk on your financial lifestyle. They, therefore, form an important part of most … Continue reading
Posted in Estate Planning, Family Law, Financial Planning, Getting Started, Insurance, Personal Finance
Tagged Financial Advising, Financial Planning, Financial Protection, Financial Security, Income Protection, Insurance Claims Process, Insurance Coverage, Insurance Definitions, Insurance Policy Extras, Insurance Review, Insurance Selection, Life Insurance, Own vs. Any Occupation TPD, Personal Insurance, Policy Understanding, Risk Management, Superannuation and Insurance, Total and Permanent Disability Insurance, Trauma Insurance, Underinsured Risks
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Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations
Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations Even if you’re not wealthy, your estate plan should be regularly reviewed to ensure it considers your changing family situation (such as divorce or a new … Continue reading
Posted in Estate Planning, Family Law, Life Events, Superannuation
Tagged BindingNomination, DeathBenefitNomination, DivorceFinance, EstatePlanning, FamilyWealth, FinancialReview, FinancialSecurity, LegalAdviceSuper, LifeChanges, RetirementSavings, SMSFLaw, SuperannuationAdvice, SuperFund, WealthManagement
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