Investors Voice Category: Estate Planning
3 months ago
A self-managed super fund (SMSF) is one of the key components of estate planning and it is important to consider what will happen to the funds when you or any...
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3 months ago
It’s estimated that the average Australian could receive $320,000 in inheritance1 in the next 15 years. This $3.
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7 months ago
Estate planning – what is legal capacity and what can go wrong when capacity is in question
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9 months ago
This article explains what testamentary trusts are, why they're a star estate planning strategy and also highlights the importance of labelling the purpose of your investments
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9 months ago
Estate planning can be a complicated task, with many questions and concerns arising during the process.
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14 months ago
Malcolm Duce, a long-standing member of the Australian Investors Association (AIA), recently asked a question about inherited shares and capital gains text (CGT).
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17 months ago
Sickness can hit from out of the blue and rob you of your income, derailing your lifestyle and investment goals. Learn from my experience and protect yourself.
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Five variations to a testamentary trust for you to consider