There is nothing like a headline about wills to get Paul Clitheroe frothing.
From grossly inappropriate cold-calling and pressure-selling of life insurance to junk insurance sold to people who could never claim on it, Commissioner Hayne’s verdict on Australia’s insurance industry is in and the game is up.
If an elderly relative lives with you under a formal arrangement, you may have to pay CGT under current tax law. But these rules could be about to change.
“Happily ever after” has not panned out, and your relationship is over. Here are 10 steps to sort out your finances after a break-up.
Don’t make the mistake of assuming digital assets have no value. Your estate plan needs to include your Facebook page and other online assets.
James has $1 million in a term deposit that he would like to leave to his adult children. Where should he invest it? And does he need a trust?
With his net worth increasing faster than he’s spending it, 72-year-old John wants to start helping out his kids now. Is an early inheritance a good idea?
With dementia now the leading cause of death in Australia, there’s a question we need to consider: what will happen if we’re still living but mentally unable to make decisions about our money?