Get your estate plan spot on
If the idiom is true that “nothing can be said to be certain, except death and taxes” then it would make a lot of sense to think about tax-effective…
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.…
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…
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?
Wealth Depot Advance Seminar: “Super – The Current and The Future”
Wealth Depot is pleased to invite you to our: WD Advance Seminar, “Super – The Current and The Future”. Our role as a financial adviser is not just to…