Superannuation Death Benefit Nominations and Estate Planning
Superannuation Fund Trust Deeds provide a process by which the trustee can consider your intent as to distribution of death
Superannuation Fund Trust Deeds provide a process by which the trustee can consider your intent as to distribution of death
In the context of preserving assets for the continued use for which they were accumulated, even beyond your passing, asset
A ‘modern’ Will facilitates estate planning flexibility. This article discusses some features of a modern Will that give that flexibility
Estate Planning is an important wealth management exercise. Estate Planning outlined provides links to a series of articles to guide
Term life insurance is the most common form of life (death) insurance policy currently available in the Australian market. It
What are the important estate planning elements? Some important Estate Planning elements include a Will, an enduring power of attorney (EPA) and insurance cover.
What are Intergenerational Assets? By intergenerational assets, we refer to assets – that a family accumulates over time and then
As the description infers, discretionary trusts are structures under which the controllers exercise discretion in undertaking their responsibilities. Trustees are
Estate Planning strategy Testamentary trust benefits in estate planning are extensive. They range from flexibility for the testator; to clarity