Estate Planning

TIP OF THE WEEK

Self-managed super can assist estate planning

Michael Hutton A self-managed superannuation fund (SMSF) can provide you with excellent estate-planning benefits.

YOUR QUESTIONS

How to optimise super in your 60s

Couples need to do their retirement planning together.

George Cochrane Buying property for a SMSF is questionable when people are close to retirement age.

What we can learn from the Packer siblings' assets split

Kerry Packer is greeted at Sydney Airport by his children James and Gretel in 1977.

John Collett How James Packer and his sister Gretel carved up the family fortune and why it's relevant to the rest of us.

YOUR QUESTIONS

How to know when a family trust has outlived its purpose

Family trusts outlive their purpose when there are no beneficiaries.

George Cochrane A reader asks George Cochrane if she should wind up her family trust now there are no beneficiaries.

Robert Holmes a Court's big mistake: dying without a will

Robert Holmes a Court was surrounded by legal advisers and he still died without a will.

Catherine Robson When billionaire Robert Holmes a Court died aged 53, he did not have a valid will. The result for his family was devastating.

YOUR QUESTIONS

Your questions

A reader wants to know whether their New Zealand Post Office Bonus Bonds and UK Premium Savings Bonds might be worth something.

TIP OF THE WEEK

Money tip of the Week: Seven steps to prepare for retirement

Olivia Maragna While retirement can be exciting, for others it's a time of anxiety with the fear of living beyond the nest egg a reality for many.

LOVE AND MONEY

Financial fix for wedded bliss

Newlyweds Kate and Josh Williams.

Kate Jones Money differences are responsible for more break-ups than cheating, especially in the first year of a marriage. So what are the financial hurdles - and how do you clear them?

The last thing to worry about

‘‘I really struggle’’,  says Linda Young who is dying of cancer.

Christine Long Those with terminal illness can now get their super more easily. But there are other issues which need to be faced.

WILL POWER

Where there's a will there's a way out

Barbara Drury A recent report on will-making and contested estates reveals that about three quarters of contested estates are done so successfully.

WILL POWER

Make your last wishes everlasting

Make sure your will doesn't go to waste.

Barbara Drury If you want your wishes respected after your death, you need a cast-iron will, but how do you make one?

BOURIS ON MONEY

Don't let finances ruin your marriage – get it right early

Mark Bouris Agreeing on values and plans, paying off debt and communicating can help couples avoid financial stress.

LEGAL EAGLE

No win, no fee – no way?

Clients should make sure they fully understand how a contingent-costs agreement works before signing the dotted line.

David Jay  A lawyer explains what the well-known – and increasingly advertised – pledge really means

The remarkable life and lessons of the millionaire janitor

Money

Barry Ritholtz Ronald Read was always careful with his money. When the former janitor died at the age of 92, his family was shocked to learn his estate was worth millions. This is how he amassed that fortune.

YOUR QUESTIONS

Where could investment property profit find a home?

A well planned strategy can maximise your benefits in retirement from the sale of an investment property.

George Cochrane We're selling up and want to know the best plan for salting away the proceeds.

WELL-HEELED

Always follow the care instructions

Melissa Browne Money columinst

Melissa Browne Major purchases such as property need to be looked after properly.

TIP OF THE WEEK

Try not to squander your inheritance

Plan carefully before spending that inheritance.

Alex Berlee Just been left something in a will? Here's what to do next.

TIP OF THE WEEK

Trust me - this is how the rich get richer

Make the money go round with a family trust.

Olivia Maragna By minimising your tax, you can create wealth quicker in a family trust.

ASK NOEL

A fix over flat

---------- Forwarded message ----------
From: michael mucci <mucciart@ozemail.com.au>

Date: 6 February 2014 13:43
Subject: Re: mooch illo
To: Richard Hughes <richardhughes@fairfaxmedia.com.au>
hereya go Richard
cheers
mooch
-- 

Richard 
Hughes 
Money Editor 

The 
Age/Sydney Morning Herald
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L2, Media 
House, 655 Collins St, Docklands, VIC 3008 
T 03 
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GrannyFlat.jpg

Noel Whittaker We are hoping to move my mother into our granny flat and sell her house. Will her pension be affected?

PLANNING

Passing the baton

Last will and testament

Christine Long If your health deteriorated sharply, would you be prepared with a power of attorney?