Will You or Won’t You? And If You Don’t, Who Will?
“I don’t have enough assets to worry about a will.’ “I’m too young to think about estate planning.” “I’ll get around to it later.” Does this sound familiar? If so,
April 2, 2025
Estate Planning
What Happens to My Superannuation If…?
The introduction of compulsory superannuation in 1992, embedded the concept of retirement saving into our investment psyche.While Australia’s superannuation scheme has its complexities, the idea is simple: regularly contribute a
March 11, 2025
Get 2024/25 off to a great start
The beginning of the financial year is a great opportunity to review your financial situation, to make sure you are on track and on top of changes happening across tax
August 5, 2024
Breaking the silence: The challenges of being a carer
Caring for a loved one can be deeply fulfilling but brings its fair share of challenges too – as Laura discovered. When her mother Shelly had a stroke, she
November 21, 2023
Estate Planning is not just for retirement
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about
August 15, 2023
Prepare for the unexpected
Recently retired couple, David and Erica, were fit and active, and planning a sea-change when David suffered a stroke, leaving him unable to walk or speak. David had been
February 16, 2023
How valuable is your virtual life?
We all know that having a Will to protect our life’s assets is crucial, but what about our virtual life? Is our online presence classed as an asset? It most
November 25, 2022
Avoid an inheritance headache
It was the overwhelming silence that hit Judy, the first time she visited her family home after her mother’s passing, and with that thought, the slow, deepening realisation that she
August 19, 2022
The importance of having a will
While it’s not something anyone likes to think about, planning your estate may make things a little easier for your family and friends later. What is your ‘estate’? Your
July 16, 2021
Preparing for the biggest wealth transfer in history
Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth
July 8, 2021
Estate planning and superannuation
Many of us spend a great deal of time planning for our retirement but understandably, often do not put the same degree of effort into planning for our deaths. It
January 6, 2021
Traps to avoid in retirement – ignoring estate planning
Don’t have a Will? You’re in good company. Less than half of Australian adults do. Even then, many Wills are out of date or invalid. The upshot is that hard
September 25, 2019