Australians often skip over a simple equation in their wealth planning, and given most are not on track for a comfortable retirement, one financial adviser is urging investors to do the maths.
According ...
The focus on comparing returns between smaller-balance SMSFs and the public offer funds disregards other compelling reasons to set up an SMSF, including estate planning strategies, an industry lawyer has ...
Barriers of access and understanding are contributing to failures to meet Indigenous Australians’ estate planning needs, a trustee company has said.
“Most Australians use an accessible professional ...
... Centuria Life, looks at recent changes that can impact estate planning, and how investment bonds can help to ‘change-proof’ your estate plan.
Change and its impact
Regardless of change, nothing impacts ...
... Glinac, said the sheer amount of wealth to be transferred is a reminder for Australians to ensure they have sufficient control over their estate distribution planning.
“While nearly 60 per cent of Australians ...
... recent changes that can impact estate planning, and how investment bonds can help to ‘change-proof’ your estate plan, from Centuria Life.
Change and its impact
Regardless of change, nothing impacts ...
Promoted by Centuria Capital Limited.
If they’re not, maybe they should be, says Neil Rogan, General Manager of Investment Bonds for Centuria. Investment bonds can be a tax-effective alternative ...
With more than 350,000 businesses set to change hands over the next decade as their owners retire or sell up, it’s critical to plan the transition, an advisory firm has said.
According to PwC modelling, ...
A solid financial strategy can guarantee a comfortable lifestyle during retirement. Learn to avoid the most common mistakes people make with their retirement plans.
Planning your retirement for a comfortable ...
Having a sound financial plan is the building block for reaching financial independence. Here’s how to get started with financial planning.
Achieving financial independence is an endeavour that requires ...
The anonymity of transactions is one of cryptocurrency’s biggest drawcards, but it’s also one of the trickiest things to navigate when it comes to estate planning.
According to Australian Unity Trustees ...
Life expectancy has increased by about six years since the 1980s, but Australians aren’t planning properly due to a lack of “clear direction”.
That’s according to advocacy group National Seniors Australia. ...
With 2017’s super changes, 2018 will be the year in which superannuation comes into its own as a tax planning tool, a wealth management and accounting firm has said.
HLB Mann Judd’s wealth management ...
... consequences apply to areas including estate planning and death benefits.
“Now the industry has had time to reflect on the changes, it has recognised the enormous impact on estate planning that wasn’ ...
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Australian Unity Trustee’s national manager of estate planning, Anna Hacker told Nest Egg that because the legislation requires that the person seeking doctor-assisted euthanasia has the mental capacity ...
... explains how the recent changes to super can impact estate planning, and how investment bonds can be used to fill this role.
Four ways super changes impact estate planning
The transfer balance cap ...
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As you age, planning for the management of your self managed super fund (SMSF) and the effective distribution of your estate can be a very personal, sensitive and complex issue. And many ...
Nearly two-thirds of Australians have no plan for how they will live in retirement, a new survey has found.
The 2017 Australian Employee Insights Report, conducted by Sunsuper, found that 63 per cent ...
Recontribution strategies normally used in estate planning may prove to be an effective tool for SMSFs to minimise their tax liabilities, according to a financial services firm.
Speaking at an industry ...
Anonymous - It's interesting that among the investment options referred to, real estate has not earned a mention. When Ms Kohler informs us that investments in.......
Anonymous - To the extent that the shareholder only withdraws their original investment amount, there is no issue. However once any amount above that investment.......
