Estate Planning
The Importance of Estate Planning: Safeguarding Your Family’s Future
June 8, 2023
Planning for the future is essential, especially when it comes to ensuring the security of your loved ones. Estate planning, while often overlooked, is a crucial aspect of financial management that can safeguard your family finances. It encompasses...[Read More]
The Importance of Early Estate Planning
April 6, 2023
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a smooth...[Read More]
Financial management when we lose a loved one
November 30, 2022
Financial Management When a Loved One Dies Losing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing you’d...[Read More]
Caring for Someone in an Aged Care Home
October 13, 2022
Your role as a carer does not necessarily end if the person you’re looking after moves to an aged care home. Even after moving them into a care facility, you might still spend a lot of time there, providing care and giving them company. However,...[Read More]
Older renters being forced into aged care
September 14, 2022
Older Australian renters are being pushed prematurely into aged care due to high costs, insecurity and insufficient quality of housing, a new report has found. A national survey of 500 people aged over 50 conducted by Anglicare Australia found...[Read More]
What is palliative care?
May 4, 2022
What is palliative care? Palliative care is treatment, care and support for people living with a life-limiting illness. A life-limiting illness is an illness that can’t be cured and that you’re likely to die from. Life-limiting illnesses can...[Read More]
Retirement nest eggs: Advice is crucial
November 24, 2021
Colin Brinsden, AAP Economics and Business Correspondent (Australian Associated Press) The banking watchdog believes Australians should be getting better advice in managing their retirement nest eggs so people do not end up having...[Read More]
Millennials and money: what does the future hold?
September 29, 2021
Money and Life (Financial Planning Association of Australia) With the rising cost of housing, an aging population, climate change and now a pandemic falling squarely on the shoulders of Australia’s millennials, how is this generation faring...[Read More]
Funeral insurance, the pros and cons
September 8, 2021
Moneysmart (ASIC) Funeral insurance can cost you a lot more than the benefit your family will receive. And if you stop making repayments, you lose what you’ve already paid. How funeral insurance plans work A funeral insurance...[Read More]
Plea for Australians to plan for death
April 28, 2021
Hannah Ryan (Australian Associated Press) Australians should talk more about death and dying so they can plan for the final stage of their lives, a group of experts is warning. A lack of acceptance, communication and planning means that many...[Read More]
What is life cover?
March 10, 2021
MoneySmart (ASIC) Financial protection for your loved ones when you die A sudden death can place financial stress on those who depend on you. If this happens, life cover can help them pay the bills and other living expenses. What is life...[Read More]
Tax Office setting up deceased estate unit
July 8, 2020
Daniel McCulloch (Australian Associated Press) The tax office is setting up a dedicated unit to help people navigate the complex area of deceased estates. Responding to a review into death and taxes, the Australian Taxation Office...[Read More]