Wealth Depot Strategy Workshop
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We can discuss the theories and concepts of insurance until the cows come home but for most of us it can be really hard to understand without some examples. So in this segment we are going to discuss some of the basic principles behind insurance and then take a look at two case studies to…
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…