by Harry Ashdown | Feb 12, 2024 | Estate, Family, Retirement
If you die without a valid Will in Queensland, your estate will be distributed according to the rules of intestacy. This means that the law decides who gets what, and how much, from your assets and belongings. This may not reflect your wishes or the needs of your...
by admin | Aug 16, 2022 | Estate, Family, Investing, Lifestyle, Superannuation, Tax
It was the overwhelming silence that hit Judy, the first time she visited her family home after her mother’s passing, and with that thought, the slow, deepening realisation that she was going to have to cope with a lot more than the heart-breaking grief. As she sat...
by admin | Mar 24, 2022 | Estate, Retirement, Superannuation, Tax
One of the legislation changes (read about them all by clicking here) is a change to the work test, which bumps out the ability to make Non-Concessional Contributions up to age 74 without having to work. This opens up a great strategy to mitigate the potential super...
by admin | Mar 1, 2022 | Business Planning, Estate, Family, Lifestyle, Superannuation
A Will is a key document in your estate plan, but it’s not just a case of recording who gets what. Different assets may require different management. The executor of your estate is appointed in your Will and becomes the manager of your assets. The executor’s job is to...
by admin | Mar 1, 2022 | Estate, Family, Health Care, Insurance, Lifestyle
It’s the middle of the night and you’re jolted awake by extreme pain in your chest. You feel like the life is being crushed out of you and immediately realise you’re having a heart attack. Your partner frantically calls 000 and as you lay clutching your chest waiting...
by admin | Feb 14, 2022 | Estate, Family, Insurance, Investing, Superannuation, Tax
Although death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by legal personal representatives (LPR) such as the administrators and executors of deceased estates. Benjamin Franklin once famously said...
Recent Comments