Proper estate planning involves more than having an up-to-date Will. What other factors need to be considered when it comes to your money and assets?
Superannuation
SMSF – do you have a Binding Death Nomination
The importance of a Binding Death Nomination for members of Self-Managed Superannuation Funds (SMSF) is often underestimated.
Willpower for Will Making – the top excuses for delaying making a Will debunked
For a number of reasons, a large proportion of adults do not have a Will yet with the assistance of a solicitor the process of making a Will can be simple.
Supreme Court Decision – Binding Death Benefit Nomination and Enduring Powers of Attorney
Self Managed Super Funds, Binding Death Benefit Nominations, Enduring Powers of Attorney and your Will.
Mackay Tops Lost Superannuation
Mackay was recently listed as one of the areas which has a large amount of lost/unclaimed Superannuation.
Am I Insured?
Do you know what coverage you have through your superannuation?
Reclaim your Super
Superannuation changes that came into effect on 1 January 2017 may affect you.
SMSF Beneficiary Nominations
It is not well-known or understood that on a Member’s death their superannuation benefits do not automatically form part of their estate. Nor can they be given away by a person’s Will. Most Superannuation Fund Trust Deeds require the Trustee to take into account the Member’s beneficiary nomination. Any person setting up a SMSF should ensure that they put in place a valid death benefit nomination.
An Achievable New Year’s Resolution: Review Superannuation Death Notice Nominations
New year resolutions are often difficult to maintain and according to research are unachievable because the goal is too vague or having unrealistic expectations.
Single Business Identifier for Companies
There could soon be a single Business Identifier for Companies. That is, if the Treasury Legislation Amendment (Spring Repeal Day) Bill 2015 is passed.
News
- The “Bank of Mum and Dad”
- Michael White
- Making a Will – What is an Executor and what do they have to do?
- What happens if you die without a Will?
- The Importance of Completing a Pre-Settlement Inspection
- Queensland Legislation Permits the Identity of an Accused to be Publicised
- Buyer Beware – Failure to Pay Your Deposit on Time May Lead to Termination of Your Property Contract