by Ico Ho | 8 - 264, 8 - 266, 8 - Pass on your wealth (including EP)
In Part 3 of our EP FAQ series, we explore some common questions we get asked about Wills and estate challenges. If this is something you have been wondering about, read on! When can a Will be challenged? A Will can be challenged when there are doubts about its...
by Ico Ho | 8 - 264, 8 - Pass on your wealth (including EP)
In Part 2 of our EP FAQ series, we address some frequently asked questions we get asked about the best-known estate planning documents of them all – Wills! What is a Will? Your Will is a legal document with instructions for who you want to inherit your estate,...
by Ico Ho | 8 - 264, 8 - 265, 8 - 267, 8 - 339, 8 - Pass on your wealth (including EP)
Welcome to our EP FAQ series, where we’ve gathered up some of our most frequently asked questions (and answers!) about estate planning. This series is perfect for anybody thinking about completing their estate planning documents for the first time or individuals...
by Ico Ho | 6 - 351, 6 - Build and protect your wealth (including trusts)
There are many reasons people entering a long term relationship may wish to agree beforehand about what happens to their wealth in the event the relationship doesn’t last. If, you entered into a prenuptial agreement with your partner in a jurisdiction outside of...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
The trustee of your SMSF is all-powerful. The trustee decides how much money you can put in the fund, who else can join, how your money is invested, how much gets paid out to you and when, and finally who gets what’s left over when you die. This is why you are...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super. People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
A guide to what your SMSF can, and cannot, invest in. Background Superannuation is an enforced saving scheme to move toward an overall scenario where Australian workers put aside a portion of their income so that they can self-fund their retirement, rather than...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
This Solution Brief discusses what you can do to safeguard your super benefits if you lose capacity as a member and trustee of an SMSF Planning for the unexpected is never pleasant. However, when your hard-earned super benefits are at stake, our view that it’s better...
by Ico Ho | 6 - 287, 6 - 369, 6 - Build and protect your wealth (including trusts), Solution Brief
This solution brief discusses your options for appointing a trustee for your self-managed super fund, and what happens if you lose mental capacity, die, or leave the country. Single member funds A self-managed super fund can have 1 member, but care needs to be taken...
by Ico Ho | 8 - 264, 8 - Pass on your wealth (including EP), Solution Brief
This information sheet will help you execute a Binding Death Benefit Nomination (BDBN). A BDBN enables you to direct how you want your superannuation dealt with when you pass away. This is a general guide on certain legal aspects and is not a replacement for specific...
