Estate planning
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Our credit card was in my deceased partner’s name, what do I do?
If your partner was the primary holder of your credit card, make sure you have a plan in place for when they pass away.
- by Noel Whittaker
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Who is liable for capital losses on an inheritance?
It’s important to keep capital gains and losses in consideration when estate planning.
- by Noel Whittaker
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Is putting long-service leave payment into super a good idea?
Where a person has an option to take long-service leave as regular payments, a good option is to stretch it out for as long as possible, say by taking half-pay, before starting to access your super.
- by George Cochrane
Opinion
Opinion
How to ensure your assets go to the ‘right’ person when you die
Forming a new partnership or getting remarried in later life can cause estate planning problems. However, there are things you can do to make sure your assets go to the beneficiaries of your choice.
- by Noel Whittaker
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Start investing early for long-term financial success
Learning the basics about financial markets before investing provides a cornerstone for a good-performing investment portfolio.
- by George Cochrane
Opinion
Opinion
It's worth knowing the inner workings of 'testamentary' trusts
"Testamentary" trusts are simple in their operation and can be highly effective in saving tax and protecting your assets.
- by Noel Whittaker
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How to ensure your estate is distributed in the way you want
If a will maker is concerned about their will being challenged, they can write what is known as a statement of wishes.
- by Noel Whittaker
Opinion
Opinion
Court decision overruling legal will sets troubling precedent
A court of appeal decision effectively ignored a deceased’s will and created a new term.
- by Noel Whittaker
Family embrace: the rise of multi-generational living in Australia
It's a horrific thought for some, but having several generations living in the same household has plenty of benefits – as long as you can negotiate the inevitable disputes over space.
- by Fenella Souter
Needs of a widow generally outweigh needs of children
Appeal court rules legal will must allow widow to maintain the same standard of living she enjoyed with her husband when they were living as a couple
- by Noel Whittaker
Index funds a good place to start for inexperienced investors
The important thing is to stay to offset any short-term market gyrations.
- by Noel Whittaker