Blog tagged as estate planning

over 40s and under 40s women. What are the key components of the program including the "why", not just the "how". Tune in to find out what the future of the Future2 program is like at Wise Girls Money and Dollars & Making Sense

Can your parents help you buy a home or gift money or assets without affecting their payments or estate planning? There is impact everywhere you look when Mum & Dad decide they'd like to help out, and even with the best of intentions

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.

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

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.