Financial Planning
Five creative ways to start transferring money to your kids and grandkids
Want to help out your grown kids financially without just handing them a pile of cash? You could transfer it directly to their mortgage offset account.
Why you need a will in your 20s and 30s
Ok, so you might not own a house yet, but who do you want to inherit your photos and digital music, and have access to your emails after your death? This is why you need a will.
Demand for wills on the rise as coronavirus fears set in for Australians
The number of people preparing a will has jumped dramatically as the coronavirus shocks Aussies out of their ambivalence about estate planning.
Ask Paul: Are we too old to buy our first investment property?
How old is too old when it comes to investing in property? This is the question Trevor and his wife, in their 60s, are grappling with now that they've paid off their home.
Six inheritance mistakes for blended families to avoid
Blended families should take a holistic approach to leaving an inheritance, because getting it wrong can cause irreparable damage to their finances and their family.
How to plan your will around disability, divorce and drugs
A poorly constructed will or poor management of your estate plan can overlook tax benefits as well as super and insurance, disadvantaging beneficiaries.
Pregnant? You need to start planning now for school fees
With more parents struggling to pay for school fees out of their cash flow, we look at how education investment funds stack up.
Ask Paul: My financial planner wasn’t much help – what next?
James recently saw a financial planner who wasn't much help. This makes Paul Clitheroe sad, as he reckons there is plenty James can do.
When to take out an enduring power of attorney
A valid enduring power of attorney should be done before you are ever at risk of being deemed not to have capacity to deal with your finances.
What happens when you report a dodgy financial planner: Senate inquiry
What happens when you tell the regulator, the Australian Securities and Investments Commission (ASIC), about a corrupt financial planner?
