Estate Planning

Estate planning for hobbyists and collectors

Barbara Drury Hobbyists and collectors often have well-founded fears their 'treasure' could end up in landfill or sent to Vinnies when they die.


Self-managed super can assist estate planning

A self-managed super fund can have benefits even after you die.

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

Setting up superannuation for children

It's possible to set up superannuation accounts for children who aren't working but it may be a case of misplaced priorities.

George Cochrane Personal finance expert George Cochrane answers your questions.


Timing is important when couples enter aged care

Members of a couple timing their entry to aged care can make a difference to their means assessment.

Rachel Lane The natural instinct for many couples who both need aged care is to move together, on the same day.

Protect your children against the things you can't control

Protecting your children also means considering insurance and wills.

Catherine Robson Insurance and estate planning can reduce the impact on your children if things go wrong.

'We bought an MDF coffin and painted it': funerals can be dead cheap

There's no law that says you need to engage a funeral director.

John Collett Consumers can be taken advantage of when they're arranging the funeral of a loved one.

There's one thing same-sex couples need to know about marriage

John Collett In the rush to get hitched, couples should not forget about the need for a will and an estate plan, or to have them updated.

Cost of having no will far higher than the fees to get it right

Noel Whittaker Nearly 50 per cent of people die without a will, and most of the remainder seem content to use a "do it yourself" job from the local stationery shop.

How to decide which assets to sell when your income falls short

Given that interest rates are seen to be heading up in coming months and years, and the property market is arguably cooling down in Sydney and Melbourne, this could be a good time to sell.

George Cochrane Financial expert George Cochrane answers your questions.

When it comes to managing money, sometimes simple is best

Noel Whittaker An understanding of numbers is important when making financial decisions. But sometimes other factors can become more important.

The reason for the focus on home care for the elderly

Noel Whittaker Have you noticed that all the talk about aged care at the moment is focused on home care?

When seniors own a $1m home, but have no money

It's important to get financial advice before selling the family home to fund retirement.

Noel Whittaker Baby Boomers' parents are living much longer than expected, providing fertile ground for family conflict over how to care for them.

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'My dad rewrote his will just before he died of cancer'

Writer Nina Hendy wishes she had discussed her father's estate planning while he was fit and healthy.

Nina Hendy My father updated his will, I have absolutely no idea what he was trying to document.

How the funeral industry preys on grieving families

Caitlin Fitzsimmons Death may be one of the great certainties of life, but there's nothing compulsory about a funeral.

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Avoid these mistakes to 'retire right'

Noel Whittaker The way to a happy life is to have "someone to love, something to do and something to look forward to".

Rebuilding after divorce

Mark Bouris Men and women take about five years to stabilise their finances after a divorce.

Why everyone needs a will, especially parents

Orphaned children may have a loving extended family but if their parents don't nominate a testamentary guardian, it becomes a matter for the family court.

Caitlin Fitzsimmons One of the biggest reasons parents need a will has nothing to do with who gets their money if they die.

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Five reasons we don't have a retirement savings crisis


Caitlin Fitzsimmons There are powerful vested interests pushing the idea that Australians need to save more for retirement.

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Is it ethical to treat your children differently in your will?


Caitlin Fitzsimmons Disputes and ruffled feathers over inheritance are common, because it's nearly always about love and rejection as well as money.

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Your Questions: 2017 deadline for age pensioners looms

George Cochrane Financial expert George Cochrane answers questions from readers.