Blog tagged as estate planning

Terminal Illness & Super Pt 2- Dollars & Making Sense 12 Aug 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.
12 Aug 2025 09:00:00 - Comment(s)
Life Insurance inside Super part 1 - Dollars & Making Sense 29 July 2025
Understanding the ins and outs of life cover within and outside of super can save you a lot of pain and money. Tune in to find out from the experts at IFPA
29 Jul 2025 09:00:00 - Comment(s)
Super Contribution Catches- Dollars & Making Sense 1 Jul 2025
the common tips and traps surrounding contributions to your retirement (superannuation!). Many are still forgetting the basics, and its worth going back over for sure. This includes the work test, concessional and NCCs, spouse contributions and a number of others.
01 Jul 2025 09:00:00 - Comment(s)
Terminal Illness & Super Pt 2- Dollars & Making Sense 20 May 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.
03 Jun 2025 16:09:08 - Comment(s)
Life Insurance inside Super part 1 - Dollars & Making Sense 13 May 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.
03 Jun 2025 16:08:53 - Comment(s)