Accountant Allied Health Annuity Apps Asic Asset Finance Asset Planning Asset Protection Asset Protection Strategies Assets and Risks Ato Auction Audit Insurance Australian House Market Report Baby Bonus Binding Death Benefit Nominations Binding Financial Agreement Binding Financial Agreements Body Corporate Bonds Borrowing Brexit Budget Budgeting Business Business Tax Deduction Capital Gains Tax Capital Gains Tax: Will Capital Protection Cgt Checklists Commercial Loans Commercial Property Concessional Superannuation Contribution Corporate Trustee Darren Foster Debt Debtors Deceased Estate Depreciation Economic Update Economy Estate Planning Executor Fbt Federal Budget Federal Election Finance Finances Financial Plan Franking Credits Gst Holiday House Hybrid Unit Trust Individual Ownership Insurance Insurance In Super Interest Rates Investment Investment Loan Investment Loans Investment Property Investments Joint Ownership Ken Burk Land Tax Lending Life Insurance Linda Hamilton Loan Repayments Loans Lvr Margin Loans Margin Scheme Market Update Medical Expenses Mortgage Mortgage Broker Mortgage Broking Mygov Negative Gearing Offset Account Paris Financial Pat Mannix Payg Variation Pension Practice Valuations Private Wealth Property Property Development Rebecca Mackie Redraw Facility Refinance Renovating Research & Development Retirement Retirement Planning Retirement Savings Salary Sacrifice Scams Self Managed Superannuation Self Managed Superannuation Fund Seminar Shares Small Business Smsf Smsf Borrowing Smsf Property Smsf Self Managed Superannuation Fund Steve Golding Steve Wildes Strategic Business Structuring Structures Subdividing Property Succession Plan Superannuation Superannuation Fund Tanya Hofbauer Tax Tax Benefits for Super Tax Concession Tax Deduction Tax Investment Property Tax Offset Tax Planning Tax Savings Tax-Free Tenants in Common Tessa Testamentary Trusts Transition to Retirement Trust Trusts Ttr Will

Archive for category: Living Estate Planning

Latest News

Can I Use Superannuation To Pay For A Funeral?

Can I Use Superannuation To Pay For A Funeral?

Over the past months, I have written a number of articles on paying for the cost of a funeral. No discussion would be complete without considering superannuation after death. 

... read more

( Posted in: Living Estate Planning )

Accessing Your Super For Estate Planning Purposes

Accessing Your Super For Estate Planning Purposes

You normally can’t use your super until you reach your preservation age but there may be a way to have your super released early if you meet an eligibility requirement. In relation to estate planning the relevant tests would include;

... read more

( Posted in: Living Estate Planning )

How Much Does An Average Funeral Cost?

How Much Does An Average Funeral Cost?

The price of a funeral will largely depend on what you decide to include in the ceremony. The devil is in the detail.

... read more

( Posted in: Living Estate Planning )

Covering The Cost Of Your Own Funeral

Covering The Cost Of Your Own Funeral

Your own funeral can be hard to think about, but some intelligent research and thoughtful planning could ensure value for money with that final big spend. The first step is to organise the funeral. 

... read more

( Posted in: Living Estate Planning )

8 Tips To Reduce The Cost Of A Funeral

8 Tips To Reduce The Cost Of A Funeral

Granted – it’s not all about the money. But for many people, cutting costs on a funeral is important for their own lifestyle and welfare. Let’s look at some of the ways you can manage the costs. In my humble opinion, these tips seem pretty reasonable.

... read more

( Posted in: Living Estate Planning )

Should Your Children Have A TFN?

Should Your Children Have A TFN?

There are other administrative tasks that you may consider attending to at the same time, such as applying for a tax file number (TFN) for the kids. 

... read more

( Posted in: Living Estate Planning )

Remarriage Means Revisiting Your Estate Plan

Remarriage Means Revisiting Your Estate Plan

With one in three first marriages and one in two second marriages ending in divorce, perhaps the biggest risk to your estate is not a GFC, it is poor estate planning. This is exacerbated by the increase in the number of blended families with ex-spouses, step-children, half siblings, etc. that create a whole new financial picture.

... read more

( Posted in: Living Estate Planning )

Stop Your Kids From Blowing Their Inheritance

Stop Your Kids From Blowing Their Inheritance

It is often forgotten that a financial education is vital for children to be certain that they will cope and succeed in their future years.

... read more

( Posted in: Living Estate Planning )