If you own or are a part-owner of a business, then an exit strategy is important. Selling the business is not always an option or eventuality and death delivers the need for an outcome.

I’m pretty sure I’m too young to access my super so what can I do? National Seniors’ Craig Hall examines the options for drawing down on your super prior to turning 65.

Being asked to be an Executor is both a compliment and a sentence that may take some time to work through. And all because you are trusted.

When reading an Annual Report, know what information you are looking for and focus on it. This will help you not be overawed by the sheer volume of the data presented in this document.

David Ferrall is the CEO of FinClear. FinClear has recently launched a HIN based platform model for financial advisers. In this video with Informed Investor, David discusses the multiple layers of fees a client pays inside the existing platforms models.

Enduring guardianships and advance care directives are legal mechanisms that may join wills and powers of attorney as a routine subject in completing a financial plan.

For many, super will be their largest investment. However, super differs from most other investments as it’s not necessarily distributed via your will when you die.

A Will is the main document to facilitate the distribution of a person’s assets after death.

Deeming is a key concept in the income test to be met to access the Aged Pension. This is in addition to passing the assets test, being age-eligible, and qualifying as an Australian resident. But it does have some hidden benefits.

Appointing someone with the authority to act on your behalf is a serious decision. You need to trust the person and be confident they will always act in your best interests.