Complete Wills
Our Complete Will is simple, but at the same time comprehensive. It deals with a number of often overlooked Estate Planning issues.
Where will your life insurance end up?
More and more of us are turning to life insurance to provide for our loved ones in the event we unexpectedly die or suffer a debilitating condition. Here’s some tricks & traps to look out for in making sure your life insurance delivers the protection to your family that you intended.
How to keep control of your superannuation
If you are like most Australians, more and more of your family wealth is ending up in Super. Read about the 6 key things you need to know to ensure you keep control of this important asset.
What is a ‘Notional Estate’ (NSW)?
In New South Wales, both the Courts and Government have clearly indicated that a person can no longer get around Family Provision rules by moving assets outside their “Actual Estate”.
Your Executors and Trustees
What is the difference between an Executor and a Trustee? What should you consider before appointing someone to these roles?
Are you going to be personally responsible for your company’s debts?
The personal consequences of insolvency for directors continue to deepen. Set out in this article are some indicators of when you should be taking advice on your potential exposures.
Dealing with the 8 common excuses why you haven’t been paid
If your customers are not paying your invoices on time this may indicate they are under financial stress – which should be of a concern. However, more often, it merely demonstrates a lack of respect. In either case, dealing with late payment excuses quickly and firmly is needed to set your relationship back on track.
Ending or revoking a Power of Attorney
If you have given someone a Power of Attorney, there may be many reasons why you might want to end or revoke it. This article gives you tips on how to effectively revoke a Power of Attorney.
Take care to make sure your family trust update is effective
Not all Trust Update Services are equal (or in some cases, even necessary…). Before you get your trust deed updated, make sure that it’s necessary and that the changes will achieve what they need to.