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
What are Investment Bonds? Investment bonds are financial securities provided in a specific form by life insurance companies and friendly societies. Although
Why property investment? Most Australians believe that property investment is a safe and secure way to improve their financial position
Protecting the value of your assets: Asset Protection is about sensibly organising your affairs while things are going well. This
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 listed investments? Listed investments are investments quoted on an exchange established for trading investment-class assets. In Australia, equities
What are mortgage trusts? Mortgage trusts are unit trust investments where your money is pooled with that of other investors.