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estate planning

101 results tagged estate planning:

Five tips for talking to your kids about your will

Talking to your kids about your will shouldn't just involve you explaining how much money they will inherit. Effective estate planning means going deeper and discussing values.

Why Aussies are swiping right on financial stability

Aussies are looking for financial security in a partner, holidays the next to go as the cost of living bites, and Too Good to Go is coming to Melbourne.

What happens when you inherit superannuation

Do you have to pay tax on super you inherit? How is the money paid out? We explain the relationship between super, death and tax.

Who must be included in your will

Writing your will? There are certain people you have a moral duty to provide for. And a notional amount isn't enough.

How to best give away an early inheritance

Giving an early inheritance can help your loved ones when they need it most. So how can you avoid a tax bill or risking your pension?

Why women will lead the intergenerational wealth transfer

From Taylor Swift cutting out the middleman to premiere her new film to Gabrielle Judge spurring the Gen Z 'lazy girl job' phenomenon, women are forging their own financial paths.

The powerful conversation you need to have this Christmas

With many families gathering for the holiday season, having some uncomfortable conversations today could save you a lot of heartache down the track.

Who will inherit your super?

The law says you can only leave your super to a person who is considered a dependent. But what if you don't have kids?

What you need to know about tax as an estate executor

It's hard enough dealing with the loss of a loved one without having to manage their estate. Here's how to navigate taxes as an executor.

Ask Paul: We could lose our pensions because our brother died without a will

Losing a sibling is hard enough but now two of Sue's siblings could lose their pensions if they automatically inherit money from his estate.
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