Archive for 'Estate Planning'

Estate planning and why you need a super plan

Posted on 01. Jun, 2017 by .

By AMP Life Limited and originally published 6 October 2016. When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super […]

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Heirlooms no more – why kids no longer want parents’ treasures

Posted on 03. May, 2016 by .

If you are a baby boomer, you might be thinking about gifting some of your treasured possessions – especially if downsizing is on the horizon. But if you were planning to pass them on to your kids, you could be in for a surprise. Increasingly, millennials aren’t interested in inheriting that large landscape oil painting […]

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Intergenerational wealth transfer

Posted on 16. Mar, 2015 by .

Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the recipients. If misjudged or poorly handled, it can cause enormous […]

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Investing: an emotional business

Posted on 01. Dec, 2013 by .

Common sense may say that the time to invest is when markets are down, but the reality is that most investors wait until market share running hot before they get on board. The psychology of an investor plays a significant role in what drives financial markets and explains in part why the prices of many […]

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Gain a snapshot of your current financial situation with our NEW FACTS online tool!

Posted on 21. Mar, 2010 by .

Named by BRW Magazine as one of the top 100 Web 2 Applications, FACTS online is a powerful and easy-to-use system. This award winning system […]

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Estate planning is a process designed to help protect the wealth you have built over your lifetime so that it is distributed smoothly and in accordance with your wishes.

Posted on 20. Jan, 2010 by .

More than just a Will, an estate plan also takes into account your superannuation and powers of attorney as well as assets held solely in your name or jointly with others, or assets held in private companies or trusts. Some elements to consider in estate planning are [..]

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