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‘Key Person’ planning, because no one is ‘youer’ than you

‘Key Person’ planning, because no one is ‘youer’ than you

by webdev | Oct 31, 2019 | Financial, Succession, Wills & Estates

There is no one alive who is Youer than YouDr Suess Commonly, we are too busy to live in anything but the moment. Business is disrupted by so many things on a day to day basis. A primary example would be technology; how much can do on your phone, tablet or computer...
Superannuation planning has never been so critical

Superannuation planning has never been so critical

by webdev | Feb 28, 2019 | Elder Law, Succession, Wills & Estates

Superannuation is a bit of a sleeping giant. It is something most Australian’s have in their portfolio of interests for purposes such as receiving retirement benefits and, in some cases, death benefit and other insurance benefits. Superannuation is also a victim...
Superannuation Complaints Tribunal is no more

Superannuation Complaints Tribunal is no more

by webdev | Nov 8, 2018 | Elder Law, Succession, Wills & Estates

The new Australian Financial Complaints Authority (AFCA) has replaced the Superannuation Complaints Tribunal from 1 November 2018. According to the SCT’s statement on the changes, the SCT will continue to work with superannuation trustees for ongoing or open...
5 Reasons to Think About Your Estate Planning Yesterday

5 Reasons to Think About Your Estate Planning Yesterday

by webdev | Jul 3, 2018 | Elder Law, Succession, Wills & Estates

Estate planning means something different for everyone.  In the simplest of terms, it can mean having a valid Will and Enduring Power of Attorney.  In the most complex of terms, it can be mean trusts, companies, binding death benefit superannuation nominations,...

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