Start to look forward
https://youtu.be/Yit9IoDpdkY
Why Binding Death Nominations are Important
In the Mandie Case¹ the Federal Court held that “superannuation is not an asset of the estate and a trustee is not bound to follow the directions of a will. Even if superannuation is specifically mentioned in a will, it does not make it an asset subject to the terms of the will.” Unlike an…
Superannuation: Downsizing contributions into Superannuation
From 1 July 2018, if you are 65 years old or older and meet the eligibility requirements, you may be able to choose to make a downsizer contribution into your superannuation of up to $300,000 from the proceeds of selling your home. The downsizer contribution is not a non-concessional contribution and will not count towards your contribution…
The many ways to protect your family
When it comes to the people that are important to us, we have an inbuilt desire to keep them safe. For the ones we love this is particularly true, so here are some areas to consider when keeping your family protected.
How to access your super on retirement
You have built up your superannuation and retired but now what? How can you access your super to pay for your dream lifestyle in retirement?