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End-of-life planning

Estate planning

Protect your assets and ensure peace of mind for your loved ones with these helpful insights.

How grey divorce impacts your estate planning: What to update now
Ella Hickman avatarElla Hickman
Estate planning
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Source: Getty Images.
Estate planning

6 common estate planning mistakes to avoid

6 common estate planning mistakes to avoid

Drafting a will can be a daunting process, but it's an important one, especially if you have loved ones and children.
Source: Advance Care Planning Australia.
Estate planning

The life-changing conversation everybody over 60 needs to have

The life-changing conversation everybody over 60 needs to have

The choices you make today could profoundly impact your future — and that of your loved ones.
Source: Getty images
Investment

Looking for a safe retirement income? It pays to understand the property market

Looking for a safe retirement income? It pays to understand the property market

Keeping track of the property cycle can bring extraordinary opportunities and peace of mind.
Source: Deaf Lottery
Investment

What would you do with a spare $750K?

What would you do with a spare $750K?

Imagine winning a house, a caravan, a yacht, or a tidy 3/4 million to enjoy your retirement…
Source: Getty
Superannuation

The different types of dependents and its tax implications in superannuation

The different types of dependents and its tax implications in superannuation

Learn how these distinctions impact the taxation of super death benefits and strategies to optimise financial outcomes for beneficiaries.
Source: Getty
Superannuation

Avoid costly mistakes: How missteps with superannuation forms can impact your estate and taxes

Avoid costly mistakes: How missteps with superannuation forms can impact your estate and taxes

Find out how to handle your superannuation forms correctly to prevent unwanted taxes and loss of government benefits after your passing.
Source: Getty Images.
Age Pension

How to ensure your partner’s age pension isn’t impacted after you’re gone

How to ensure your partner’s age pension isn’t impacted after you’re gone

Discover a strategic asset distribution approach which includes your children while safeguarding your partner's Age Pension.
Source: Getty Images.
Estate planning

Understanding estate planning: What you own, what you don’t and what you need to consider

Understanding estate planning: What you own, what you don’t and what you need to consider

Often a significant portion of someone’s wealth is not owned by them personally – which means it is not covered by their Will – and that spells trouble!
Your choice of executor can impact how your wishes are honoured. Image source: Getty
Estate planning

Writing a Will? What you need to know about choosing an executor in Australia

Writing a Will? What you need to know about choosing an executor in Australia

Your choice of executor can impact how your wishes are honoured. That’s why it’s so important to know exactly what is involved.
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