Category Archives: Estate Planning

Child death benefit recipients and the transfer balance cap

The death of a parent is hard on all those involved, however once the grieving has eased, a time comes to address financial matters. One of these issues can be what happens to any superannuation they have left. Making things … Continue reading

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Deceased estates: A brief guide to tying up the loose ends

After a person dies, and the usual arrangements are completed, there will come a time when other matters, such as tax and superannuation issues, must be looked after. The person who takes on the responsibility for administering a deceased estate … Continue reading

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Beware: Aged-care accommodation to get more expensive after July 1, 2014

If you are planning to enter aged-care accommodation, it should be done sooner rather than later. Aged care is likely to get a lot more expensive from July 1, 2014 when means testing for the government accommodation supplement will be … Continue reading

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Why you need to think about estate planning

They say there are two things that are certain in life – taxes and death. Daunting as the latter may be, it is vital to devise an estate plan. All it takes is good advice, advanced planning and some serious … Continue reading

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