Archive for category: Living Estate Planning

News

01 Succession: the series

Managing inherited property can come with complex tax implications. Learn how to navigate tax consequences when transferring assets, from cash to shares and property.

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 01 Succession: the series
( Posted in: Living Estate Planning )

Accessing Your Super For Estate Planning Purposes

You normally can’t use your super until you reach your preservation age but there may be a way to have your super released early if you meet an eligibility requirement. In relation to estate planning the relevant tests would include;

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Accessing Your Super For Estate Planning Purposes
( Posted in: Living Estate Planning )

How Much Does An Average Funeral Cost?

The price of a funeral will largely depend on what you decide to include in the ceremony. The devil is in the detail.

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How Much Does An Average Funeral Cost?
( Posted in: Living Estate Planning )

Estate Planning: Making sure your money goes where you want it to

Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die

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Estate Planning:  Making sure your money goes where you want it to
( Posted in: Living Estate Planning )