estate planning
101 results tagged estate planning:
What does the Federal Budget mean for your family trust?
New trust tax rules could leave families and small businesses paying more, even when income is shared with lower-earning relatives.
One paperwork mistake could cost your family $600k
A simple paperwork mistake could decide who gets your super, and it could cost your family hundreds of thousands.
New trust tax could force families into a tough choice
Families using trusts could face a 30% tax under new rules, raising tough questions about how to protect vulnerable beneficiaries.
Friends With Money #252: Family trusts
Family trusts aren't just for the ultra-wealthy. Financial adviser Helen Baker joins us on the Friends With Money podcast to explain how they work and when they make sense.
The cheapest way to heat your home this winter
Energy bills are expected to rise over winter, but the type of heater you use could save or cost you thousands. Here's the cheapest way to stay warm.
Leaving shares to your kids? What your will must cover
Leaving shares to children can trigger tax and estate planning traps. Learn how shares are passed on, what your will should say and what to watch out for.
How to protect elderly relatives from pressure to change a will
Has an elderly relative changed their will unexpectedly? Here's how you can protect vulnerable loved ones when it comes to estate planning.
What happens if you die without a will in Australia?
Think you don't need a will? Think again. Here's what really happens if you die without one - and why it could cost your family dearly.
The truth about the 4% rule: Why it’s a trap for Aussies
The 4% safe withdrawal rate is a good rule of thumb in retirement, right? Wrong. There are two reasons it doesn't work for most Australians.
Ask Paul: Should we borrow $600k to set up our grandchildren?
Would you borrow $600,000 in your 70s to leave a legacy for your grandchildren? Here's what Paul Clitheroe has to say.
