Wills and Estate Planning
What is an Executor?
By Rod Anthes
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Are you an executor of someone’s will?
If you are an executor named in someone’s Will it means that the person who has died wants you to look after his or her estate and to make sure that the Will is carried out according to its terms. Sometimes, more [...]
Choose your Executor Well
By Rod Anthes
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When making your Will it is important to choose appropriate executors – they should be people you can trust to carry out your wishes.
You should be wary if someone offers to draft your Will on the proviso that they are appointed as your executor.
In most cases this means [...]
Self Managed Superannuation Funds
By Peter Murphy
An important tool in estate planning is the use of binding death nominations which require a superannuation fund’s trustee to pay the balance of a deceased member’s account as he or she directs.
Many people wrongly assume that their superannuation will pass to their beneficiaries according to their will, they do not realise that [...]
Super’s Magic Pudding: a Plus for Baby Boomers
By Peter Murphy
Once money is put into super the general rule is that it must stay there until the person entitled to it reaches preservation age.
There are some exceptions to this rule – for example, you might be able to access money before then if permanently incapacitated or suffering severe financial hardship.
The preservation age for [...]
Wills – the freedom of testamentary disposition
By Lisa Ward
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It is surprising how many people choose to exclude a family member, partner or dependant, for some reason or another, from receiving an inheritance under a Will. If you choose to leave a significant person out of your Will, it is important that you are aware of legislation [...]
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