Displaying items by tag: inheritance

Are you part of the 30% of Australians who have remarried and now have adult children from a past relationship?

It's a common fact of modern life, people live longer and have more relationships.  It's not uncommon for many parents today to be part of a blended family and to each have older (and often soon to be adult) children from a former relationship.

And when it comes to making a Will, how can you be sure you're kids are not cut out of their inheritance by your new partner? Here's a strategy that might be what you're looking for.

Published in Blog

How to leave an inheritance to your Grandchildren, but not your adult children?

The reasons why you may wish to leave an inheritance directly to a grandchild and not your adult children are as wide and varied as the motivation to do so.

Just leaving money via your Will for a grandchild to be held in trust until they reach 21 is fraught with risks; from of a challenge to your Will through to concerns of the effects of addiction, divorce and financial mismanagement.

So to help you better understand your options, here are three key phrases you need to understand.

Published in Blog

Life Insurance and Super each have one thing in common...

If you don't legally decide today who you want to get your money tomorrow, someone else will make that decision for you - and you might not like the result.

Simply put, you can nominate in writing who you want to receive any future payout with a Beneficiary Nomination or Binding Death Nomination (depending upon what you choose).

Published in Blog

How can you give money to the kids and keep them safe?

One of the questions we’re often asked is about how to best help family and friends with money? Parents often talk about wanting to be part of the solution but at the same time not becoming part of the problem.

Published in Blog

For the majority of small business owners, the bulk of their wealth is often locked up in their business. The business generates their income to pay the rent, pay the mortgage or even the wealth to build the investment portfolio for retirement.

Published in Blog
Get our Not-A-Newsletter
Make your financial life a little easier
Get our Not-a-Newsletter