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Category: Business Succession

Estate planning trap no. 1 – superannuation
Do you really understand your superannuation?  I doubt that many of us do. Australians had a combined $3.4 trillion in super in March 2022 and…
What happens to my super when I die?
Many Australians were left scratching their heads last week when it was reported that a Victorian Magistrate who, had a brief romance with a…
Self-managed super funds and estate planning
Superannuation funds are trust structures that provides benefit to their members upon retirement.  The main difference between self-managed superannuation funds (SMSFs) and other super…
You can’t give what you haven’t got
Some property you may regard as your own may not form part of your estate upon your death and is therefore not capable of…
How to avoid arguments over family loans
Have a written agreement If you’re borrowing or lending money, particularly where family or friends are involved, it always makes sense to formalise your…
Our plain-English guide Help with the difficult questions so you can stop procrastinating and make your Will has comprehensive and practical guidance to help you get your affairs in order.