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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.

Looking for a safe retirement income? It pays to understand the property market
Cromwell Funds Management avatarCromwell Funds Management
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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.
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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.
If your will is challenged, it can not only be stressful and upsetting for all parties involved but could also reduce the value of your estate once legal fees are paid. Source: Getty Images.
Estate planning

Top strategies to prevent inheritance conflicts in blended families

Top strategies to prevent inheritance conflicts in blended families

It's important to carefully think about your estate plan to prevent anyone from feeling treated unfairly or left out.
Elder abuse takes many forms, extending beyond what is commonly known. Source: Getty
Health issues

Spotting the signs of elder abuse and how to get help

Spotting the signs of elder abuse and how to get help

Elder abuse is more common than you think. Here's how to recognise warning signs and take action to protect at-risk seniors.
If you’re thinking about writing a Will online, there are just a few requirements you will need to meet to ensure your Will is valid. Image source: Supplied
Estate planning

Expert tips for creating a legally valid Will online

Expert tips for creating a legally valid Will online

The five important considerations to keep in mind when writing a Will online in Australia.
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