Archive for June, 2008

Do I need an Estate Planner ?

Monday, June 23rd, 2008

If your needs are more complex, an estate plan extends to asset protection and the ongoing minimisation of income tax for your beneficiaries. A minor change or addition to your Will can be done simply by adding a ‘Codicil’ which is an additional document that becomes part of your Will. An ...

What should I do when preparing a Will?

Monday, June 23rd, 2008

Make a Will - if you don't have one, you haven't even reached first base! Try and be fair in your Will to all dependants. This will avoid problems later. Your Super Trustee is less likely to cut across your Will, and it reduces the risk of ...

Superannuation and your Will – who gets it?

Monday, June 23rd, 2008

Since superannuation became compulsory in the 90's, it has become one of the major assets that you will hold in your lifetime. Because it is such an important asset (and often has life insurance attached to it, making it even more significant) it is important to know how it ...