Category: Family Law
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What are investment bonds, and how could they be used?
Family Law, Financial Planning, Investment Strategies, Life Events, Personal Finance, Tax StrategiesPopular in the days before compulsory superannuation, investment bonds fell out of favor as super became the preferred tax-advantaged environment. With tighter restrictions on superannuation contribution limits and eligibility requirements, bonds might be worth a fresh look. Investment bonds are a type of insurance policy primarily used as an investment vehicle. Available from a range…
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Personal Insurance FAQs
Personal Insurance FAQs Personal insurance is designed to protect you and your loved ones from the financial consequences of death or disability. They reduce the impact of risk on your financial lifestyle. They, therefore, form an important part of most financial plans. Here’s a brief overview of what they are and how they work. 1. …
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An Overview of Trusts in Australia
Estate Planning, Family Law, Financial Health, Financial Planning, Investment Strategies, Tax StrategiesAn Overview of Trusts in Australia Introduction Trusts are a fundamental element in the planning of business, investment and family financial affairs. There are many examples of how trusts figure in everyday transactions: Although trusts are common, they are often poorly understood. What is a trust? A frequently held, but erroneous view, is that a…
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Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations
Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations Even if you’re not wealthy, your estate plan should be regularly reviewed to ensure it considers your changing family situation (such as divorce or a new family member), financial assets and relevant legislation. A valid superannuation death benefit nomination is an important…
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