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AdviceEstate Planning

And then there was one…

One of the questions that is regularly asked relates to how superannuation is dealt with on a person’s death.   Picture this… Dave and Marg are retirees. They both have accumulated superannuation which is being used to pay each of…
Allan Dunn
November 12, 2021
AdviceAged CareUncategorized

Advising Dead People

As we wait for Royal Commission into misconduct in the Banking Superannuation and Financial Services industry (to give it it's full title) to hand down its findings, I wanted to provide some advice to dead people. Well, not really, I…
admin
January 30, 2019
AdvicePlanning

Is it time for some February Resolutions?

As the month of January draws to a close, the Christmas festivities fade in the memory, and the excesses of the season slowly work their way (too slowly!) off the waistline, I thought it opportune to write about setting goals,…
admin
January 30, 2019