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Tax and the super after-life Many people assume there is no tax payable on super benefits received after someone passes away, but that’s not always the case.
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Trusts and the new super tax rules Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to save for retirement.
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Father and mother laying next to their newborn baby on a bed
A Will to give As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Read more
writing will
Estate planning – making your wishes known to your loved ones With Australia currently dealing with a second wave of COVID-19, the speed and spread of the illness underlines just how fragile life can be. Read more
Will and Estate Planning
Caring for a family with a Will Few of us like to think about death, let alone plan for it. But far from being morbid, getting your affairs in order and drawing up a Will is one of the kindest and most caring things you can do for your loved ones.

Not only does a Will make your wishes clear but it ensures your family isn’t wrestling with legal red tape at a difficult and emotional time.

Yet despite the advantages, it’s estimated 45 per cent of Australians don’t have a Will.i Read more