Estate Planning Strategy
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Given the laws change from State to State, ensure the State noted above is where you need the document prepared for. You can choose the type of field of law you need help with on the left or if you know what you want, just use the search bar. Any documents you favourite by clicking on the heart, will be saved in your Dashboard (for premium users). Loved an article and want to connect with the Advisor who wrote it? Just search for them in the Advisors tab at the top of this page.


Top 5 Excuses for not having a Will

Here are the top 5 excuses for not having an up to date Will:1. I am young fit and healthy2. I don’t have the time – we are too busy living to think about dying3. I am under 18 years of age (this is actually a good one – you can have a will once you...


Advanced Health Directive

An Enduring Power of Attorney authorises a person to do anything in relation to financial matters or personal matters on behalf of another person, including health decisions, however an Advance Health Directive has priority over the Enduring Power of...


Enduring Power of Attorney

The Powers of Attorney Act 1998 provides that an enduring power of attorney made in another state or territory is recognised in Queensland.An Enduring Power of Attorney is used to deal primarily with personal and/or financial matters. The power may b...


What happens to my life insurance proceeds when I die?

Your life insurance proceeds get paid to your estate provided that the policy is held in your own name and you have made a direction for it to be paid to your estate. If you have named one or more beneficiaries in your life insurance policy, then th...


How do I direct my SMSF funds into my estate?

You can direct your SMSF into your estate by completed a Binding Death Benefit Nomination form which is very carefully worded to do this. This will ensure your death benefit is paid to your intended beneficiaries under the estate in accordance with...


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