Think having a Will in place means your estate plan is taken care of? Here are five examples that might make you think again.
When a Will isn’t enough
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Think having a Will in place means your estate plan is taken care of? Here are five examples that might make you think again.
The next GFC could hit women hard. Money Educator and TV Commentator Nicole Pederson-McKinnon explains how they can avoid poverty pitfalls. Nicole is a money educator and television finance commentator who delivers her Smart Money Start multimedia financial literacy presentation, including a version especially for young women, in high schools around the country.
The changes to super and tax laws proposed in this year’s federal budget, then revised and adjusted by the government in September, have been passed through Parliament and are mostly due to take effect from July 1, 2017. That means that you have until July to consider if there is any action you should take to make the most of current super rules or to comply with the upcoming changes.
An estate plan is more than just a Will. It’s a complete family succession plan covering a range of issues such as asset protection, aged care, Powers Of Attorney and how you will pass assets onto beneficiaries in the most effective manner.
Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.
To celebrate International Women’s Day 2017, ANZ Women launches its first ebook: ‘Money & Life’. Seeing women taking control of their finances and work toward a financially secure future has been the mission of ANZ Women and the bank’s #equalfuture campaign since mid 2015. At the heart of this is creating awareness and strategies to remediate the low levels of retirement savings that women have compared with men.
Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss further any points which trigger your interest!
People are usually prompted to focus on financial issues when they experience a significant life event such as a career or income change which may spark a person’s interest in their finances. A marriage may prompt a couple to consider longer term investment...
Your humble super fund isn’t just there to help you save for your retirement. It could also be used to help you protect your family’s current lifestyle. And the good news is that most super funds automatically offer some form of life insurance as part of their packaged offering.
You might be shocked to know that the average super account balance for women when they retire is $90,000 less than the average for men, and 90% of women will retire with inadequate savings to fund a ‘comfortable’ lifestyle. These alarming statistics are a stark reality for many women today across Australia. There are a number of strategies you can employ now, whatever your age, that may help you fulfill your retirement dreams.