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Well said, Terry. People really just do not understand the implications of not having a well written Will.

Hi Scott. In certain areas (especially superannuation and Estate Planning), highly qualified advice is potentially useful to most people. By 'most' I mean 'anyone with assets'. Case in point. An adviser I used to work for had a client couple. He proposed super and Estate Planning advice that...

CHAOS, this is pretty standard for the majority of public offer funds, however a growing number of retail funds are offering non-lapsing nominations. Personally, if I was you, I would ensure that you stay on top of your Binding Death Benefit Nomination every 3 years and not rely on your super...

Not really. It is up to the individual to determine whether the specialist they are handing over all their legal and accounting work to is in fact, capable of performing said duties. If people are prepared to just go with 'whoever', without really understanding who they are giving the job to...

Hi Terry, DBA just posted this today, thought you might be interested. http://www.dbalawyers.com.au/smsf-strategy/mcintosh-v-mcintosh-2014-qsc-99-important-implications-smsf-succession-planning/

In my experience, not so much with Industry Funds. But a growing number of Retail Funds are offering them.

lol Alex, if you posed that question to 95% of Australians, the answer you'd get would be 'What's a binding death benefit nomination?'.