Tag: EstatePlanning
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Why It’s Important to Have a Will – Vanguard Report
Estate Planning, Financial Planning, May Vanguard, Retirement Planning, Vanguard Insights, Wealth ManagementHaving a legally valid will can go a long way to avoiding disputes over the division of your assets. Learn why it’s important to have a will and how inheritance planning can help you secure your family’s future.
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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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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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