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    So, you've been given an inheritance

    By Kaitlyn Elvery on Feb 22, 2019 4:30:00 PM

    One of the first things that may come to mind if you receive a large sum of money from a relative or a friend is to treat yourself! You might spend big on a new car, book a luxurious holiday, or purchase that extravagant gift you have always dreamed about. 

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    When is it time to write a will?

    By Naomi Webb on Aug 21, 2018 4:45:00 PM

    When you think of wills your mind is probably filled with the image of a sweet elderly couple.

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    Estate & Succession Planning: When can I access my superannuation?

    By Naomi Webb on Aug 23, 2017 9:26:11 AM

    Superannuation laws provide specific rules called ‘conditions of release’ that determine when you can access your superannuation entitlements.

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    Estate & Succession Planning: Case Study - Superannuation and Life Insurance

    By Naomi Webb on Aug 16, 2017 9:42:00 AM

    Have you reviewed your superannuation fund rules and guidelines? Do you know if your fund offers life insurance?

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    Estate & Succession Planning: Case Study - Locating your Superannuation

    By Naomi Webb on Aug 16, 2017 9:32:59 AM

    When a loved one passes away, one of the last things that you want to be doing is looking for their superannuation paperwork and dealing with superannuation funds. It is important to keep your superannuation up to date and well documented to make it easier for your loved ones to deal with once you pass away.

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