Super, death, and avoiding taxes

Super, death, and avoiding taxes

An interesting finding in the federal government’s Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired. Having enough superannuation to enjoy a financially comfortable retirement lifestyle is most Australians’ aspiration. As the super system continues to mature, and with the benefit of compounding…

The A-Z of Inheritance

The A-Z of Inheritance

Inheritance is an emotional subject on every level. The people leaving an inheritance generally do it with pride and love. The people receiving an inheritance often receive it with gratitude – and sorrow. But while emotional, it’s also a financial transfer that comes with a whole range of legal, financial planning and admin issues attached….