Dec 06, 2023
Many people assume there is no tax payable on super benefits received after someone passes away, but that’s not always the case. Whether or not tax is paid on a super death benefit depends on the beneficiary’s relationship with the deceased. Although some... read more
Nov 15, 2023
Navigating complex family relationships and blended families can be challenging at times particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most... read more
Nov 06, 2023
Withdrawing part of your superannuation fund balance and then paying it back into the account, known as a recontribution strategy, may sound a little strange but it could deliver several benefits including reducing tax and helping to manage super balances between you... read more
Oct 11, 2023
While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may affect your family’s financial well-being. Different types of life insurance or personal insurance can provide an income when you’re unable to... read more
Sep 05, 2023
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have decided against a shopping splurge, finding the best place to invest a lump sum is all about the... read more
