Why you should write a Will
You probably have a good idea of who you’d like to give your hard earned assets to when you’re gone. Making a Will can help ensure your assets are distributed the way you want.
Estate Planning
When you need a Will and who can help
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. Who needs a Will anyway? A Will is something you might think you only need once you’re a millionaire or close to retirement. […]
How to find your lost super
Imagine finding thousands in super that you’ve lost track of. Here’s how you can check if you have any lost or unclaimed super. There are over seven million lost and Australian Taxation Office (ATO) super accounts with a total value of $17.8 billion1 – a share of this could be yours. Don’t miss out on super […]
How to get your will sorted
Making a will is an important way to help ensure that your wishes are respected and your loved ones are taken care of if you pass away. A will is a legal document that sets out how you want your assets, such as property, money or possessions, to be distributed among your beneficiaries in the […]
How to get your will sorted
Making a will is an important way to help ensure that your wishes are respected, and your loved ones are taken care of if you pass away. A will is a legal document that sets out how you want your assets, such as property, money, or possessions, to be distributed among your beneficiaries in the […]
Five facts everyone needs to know about life expectancy
With the life expectancy of Australians increasing over the years, most of us can assume we’re going to live longer than previous generations. But are our expectations on the money, or way off the mark? We bring you five important facts everyone needs to know about life expectancy. Back when compulsory super started in 1992, […]
6 misconceptions about life insurance
The probability of you developing a serious illness or getting involved in an accident so severe you’re unable to work, may seem highly unlikely… until something happens. It’s often small events that remind us we’re not completely in control of these possibilities, which is exactly what life insurance is for. Unfortunately, there are a lot […]
What you should know about creating your will and estate plan
If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might be at a point where you’re thinking an estate plan would probably make good sense. What is an estate plan? An estate plan involves drawing up a will, but also much more. […]
What you should know about creating your will and estate plan
If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life or if you pass away. If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might […]
Do I need a will?
By having an up-to-date will, you can ensure your assets are distributed as per your wishes once you pass away. What makes a will legally valid and why should you take the time to prepare one? Let’s find out. Reasons you need a will. Having a valid will in place could be one of the […]