Estate Planning

WILL POWER

Make your last wishes everlasting

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

TIP OF THE WEEK

Splitting up? Act now to avoid surprises later on

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Alex Berlee Divorce is an emotional time but also one when important financial decisions have to be made.

LAST REQUEST

Will wills still work as paper trail fades?

Web life: With people spending so much of their time online, it is worth considering what should happen to your digital assets and accounts after you die.

Emily Chantiri Most of us manage our personal finances online. It's very convenient for us, but how easy will it be for our executors?

TIP OF THE WEEK

Don't leave your estate in a state

Don't be caught without a will.

Michael Hutton Getting your life in order before it's too late has its benefits.

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

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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?

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.

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.

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.

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.

ASK NOEL

Bigger lump sum or decent pension?

Mucci illo for Noel
-- 

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 

HandlingALumpSum.jpg

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

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.

INHERITANCE

Where there's a will there's a long, long wait

PIC JIM RICE. 13.05.08..  PIC SHOWS.. GENERIC .AGE CARE .RETIREMENT   OLD PEOPLE. PENSIONS. POST .AUSTRALIA POST SPECIALX 84657

David Wilson You cannot count on a prospective bequest as an asset - a hard fact to accept for some.

YOUR QUESTIONS

Triggers and the bring-forward rule

Your Questions with George Cochrane

George Cochrane Do you understand how the bring-forward rule for non-concessional super contributions works?

ASK NOEL

Share trust an option for young saver

Noel Whittaker I am 17 and left school a bit over a year ago. I have managed to save $10,000 and was wondering what I should do with it?

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?

ASK NOEL

Keep your financial heirs in the loop

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

Date: 7 November 2013 12:30
Subject: Noel toon
To: Richard Hughes <richardhughes@fairfaxmedia.com.au>
hereya go Richard
thanks mate

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 

EngagingTheBeneficiaries.jpg

Noel Whittaker Why should you involve your beneficiaries in your financial decisions if they can't even manage their own personal finances?