Estate Planning and Superannuation Assets
Estate Planning and Superannuation Assets are important considerations in Australia. Compulsory superannuation is now held by every working adult. It
Estate Planning and Superannuation Assets are important considerations in Australia. Compulsory superannuation is now held by every working adult. It
ContinuumFP clients value ongoing service. They appreciate the support we give them with their financial decisions. This is particularly true
‘Managed investments’ is a term that is understood according to the context in which it is used. To some it
What is the Age Pension? The Age Pension provides a safety net for people unable to adequately provide for their
What are Intergenerational Assets? By intergenerational assets, we refer to assets – that a family accumulates over time and then
How Centrelink treats Gifting.1 In order to prevent you from simply giving away your assets to qualify for age pension
What are the income and assets tests for Centrelink benefits? Centrelink uses the income and assets tests to determine –
Payments made by the trustee of a superannuation fund, following the death of a member, are Superannuation death benefits. They
What are superannuation nonconcessional contributions? Superannuation nonconcessional contributions are contributions that have been made – by an individual member; and
What is an allocated pension? Allocated pensions are simply accounts within superannuation funds that pay you regular pension payments. Within