Blog tagged as estate planning

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.

What is super NOT for? Great question, so let's hear some great answers from Michelle Griffiths of TAG Financial Services

Find out the difference between "gifting" and "loan" when family provides funds to each other. The rules are straight forward yet catch too many out.

do you need to fill in a tax return if you're on Centrelink payments? Possibly, dead people have to in their last year on the planet, so let's chat to Services Australia about EOFY considerations if you draw payments from the government

You believe you're entitled to a share of some's estate, and yet you're in the dark or worse still, you're not in the will at all. What do you next? We work through a myriad of situations, some awkward, some easy on what to do if you're going to contest a will.