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 identify all your assets, pay your debts and pass assets to your beneficiaries. As the list below shows, your estate consists… Read More »Different assets create different outcomes
Many of us would like to think that ‘older’ means ‘wiser’, but when it comes to money that isn’t always the case. The complexity of Australia’s superannuation and pension systems doesn’t help. The upshot is that there are a number of common mistakes that retiring and retired Australians make. What are those mistakes and how might you avoid them? 1. Underestimating how much you need The Association of Superannuation Funds… Read More »10 common financial mistakes before retirement
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