Estate Planning

WILLS

Wills: Five things you should do now

Kate Jones Simple steps you can take to get your affairs in order.

PLANNING

Why you need to make a will

No rush: Hadley Allchurch, right, says making a will for wife Sarah and daughter Hayley would make him feel very old.

Kate Jones It's the morbid conversation no one wants to have, the plan no one wants to make.

FINANCIAL RECOVERY

Women who leave with nothing

Moving out and up: It is difficult escaping abuse and it carries financial implications.

Sylvia Pennington Getting away from abusive situations is hard, getting back on your feet financially can be harder still.

ASK NOEL

Tricky tax deduction claim is best left to the accountant

Noel Whittaker How do I deduct the interest on my mortgage when filling in my tax return for the redrawn amounts used to invest in shares?

EARNING AND LEARNING

Brushing up on your financial skills

PALMER FAIRFAXMEDIA PHOTOGRAPH BY GLENN HUNT 26th June 2014.
MONEY - Hal Palmer at his house in Chelmer, Qld.

Sylvia Pennington Understanding your financial situation, and improving it, requires some education and effort.

PLANNING

Five questions to ask a financial planner

Mark Bouris dinkus.

Mark Bouris People know they should see a financial adviser but often don’t know where to start.

YOUR QUESTIONS

A grand $3 million financial plan

A grand financial plan.

George Cochrane The family home can be sold within two years of death without any capital gains tax.

ASK NOEL

Renting property makes you liable for CGT

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

Date: 14 November 2013 16:12
Subject: Re: mooch
To: Richard Hughes <richardhughes@fairfaxmedia.com.au>
hereya go Richard...I'm not sure about my grammar on this one, see what you think.
ta

mooch
-- 
Richard 
Hughes 
Money Editor 

The 
Age/Sydney Morning Herald
-- 

L2, Media 
House, 655 Collins St, Docklands, VIC 3008 
T 03 
8667 3138 | M 0401 489 849 
richardhughes@fairfaxmedia.com.au 
| www.theage.com.au 

CapitalgainsTax.jpg

Noel Whittaker I'm planning on selling the house I built in 2008. Will I be eligible for a full capital gains exemption?

YOUR QUESTIONS

Path to retirement

Your Questions dinkus

George Cochrane Focus on enjoying your money, rather than leaving it to younger relatives.

PLANNING

Where there's a will there's potential for acrimony

Will, Legal System, Law, Legal Document, Document, Pen, General Power Of Attorney, Finance, Contract, Planning, Wealth. generic. Istock Image.  101109

David Wilson Like wedding fights, inheritance spats have a sordid, nightmare quality. A low-rent tussle over the loot can take a terrible toll on family ties.

ASK NOEL

Bigger lump sum or decent pension?

Noel Whittaker What's the best pension plan with a big mortgage but a bad history of handling lump sums?

DEAD MONEY

What do you really own in the digital world?

A man types on a computer keyboard in Warsaw in this February 28, 2013 illustration file picture. One of the largest ever cyber attacks is slowing global internet services after an organisation blocking

Kate Jones Ever wondered what happens to your iTunes songs or Kindle books when you die? Don't assume these digital assets can be passed on to your children.

YOUR QUESTIONS

Shares, property or super for my cash?

Your Questions dinkus

George Cochrane The fact that you can access super when you retire is a plus, not a minus.

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
-- 

L2, Media 
House, 655 Collins St, Docklands, VIC 3008 
T 03 
8667 3138 | M 0401 489 849 
richardhughes@fairfaxmedia.com.au 
| www.theage.com.au 

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?

AGED CARE

Finding the cost of care

Alexandra Cain The way that means testing is applied in aged care is changing. What will the reforms mean for you?

INTELLIGENT INVESTOR

FOFA tinkering in best interest of ordinary investors

super

Richard Livingston Don't believe the fear mongering – the proposed changes to financial advice laws could save you thousands.

Comments 33

TRUSTS

Providing a bit of extra help

Jess Mangan and sisters

Kate Jones Every parent worries about their child's financial future. But what if your child is disabled and incapable of managing their finances?

YOUR QUESTIONS

Wise choices for a disabled child's future

Your Questions dinkus

George Cochrane You should always investigate the use of a disability trust in which to leave assets.

ASK NOEL

No harm in shares if you weigh risks

Noel Whittaker We are self-funded retirees, in good health at 84, who rely on term deposits for income. Should we be looking at blue chip shares to maintain our income?