Blog tagged as estate planning

Terminal Illness & Super - Dollars & Making Sense 1 April 2025
part 2 of a 4 part series on life insurance cover inside superannuation. Today we're discussing terminal illness cover and what constitutes correct conditions of release for APRA funds as well as SMSFs. What are the implications if you're terminally ill, all on Dollars & Making Sense.
01 Apr 2025 09:00:00 - Comment(s)
Life Insurance inside Super - Dollars & Making Sense 18 Mar 2025
Now we usually don't like to discuss dying, however by planning better, we gift our family and friends with the knowledge and understanding of what we want done not only when we pass away in a Will.
18 Mar 2025 09:00:00 - Comment(s)
Estate Planning Documents - Dollars & Making Sense 11 Mar 2025
Now we usually don't like to discuss dying, however by planning better, we gift our family and friends with the knowledge and understanding of what we want done not only when we pass away in a Will.
11 Mar 2025 09:00:00 - Comment(s)
Women & Property - Dollars & Making Sense 25 Feb 2025
All is not well as we discover as Philippa, a fully qualified financial planner and physcoligist explains. There are many facets to consider none the least being the dramatic lack of financial education amoung boomer women.
25 Feb 2025 09:00:00 - Comment(s)
Summer #8 - Retiring Early & Family Trusts - Dollars & Making Sense 4 Feb 2025
Ever thought of retiring early? What are your options and what are the best structures to consider? Options surrounding an early retirement and the best tax structures to consider.
04 Feb 2025 10:27:00 - Comment(s)