Archive | Financial Planning

questions financial adviser

25 questions to ask your financial adviser

A good financial adviser can become a life-long guide to financial security, which makes taking the time to select one a major part of an investor’s plan. Make it a two-way conversation and learn how the adviser works.

Retirement planning

Retirement planning improved by grey hairs

Important retirement planning lessons benefit from actual experience, given that life does not follow a predictable pattern and many people can’t work forever. Planning is vital but so is making adjustments.

family trusts

Why all the fuss about family trusts?

Family trusts will be a battleground at the next election, but for the wealthy the main benefit is the not income splitting with family members. How do family trusts work and how do affluent families use ‘bucket companies’?

estate plans

The impact of super changes on estate plans

The July 1 super changes will encourage many people to reconsider their estate planning, and the role of testamentary trusts should be part of the process. The range of choices has moved far beyond a will.

estate planning

How to preserve estate money in super

The transfer balance cap affects the amount of a deceased member’s benefits that can be paid to the surviving spouse as a pension or income stream, but there’s a way to retain it in the super system.

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