Based on an unsent text message on the deceased’s mobile phone, the Supreme Court in Brisbane has ruled this as a valid Will, giving the man’s estate to his brother and nephew, rather than his widow, as specified in the unsent message left in the draft folder of his mobile. This recent case again highlights […]
Wills Do Not Cover Superannuation If You Die | CASE STUDY: Daniel Leverton
Many people do not realise that having a Will does not cover where your superannuation will go in the event that you die. The recent tribunal ruling on the Daniel Leverton case is a wake-up call to think about the consequences of de facto declarations, which as it turns out, have as much weight as […]
5 Unexpected Retirement Expenses
There are retirement expenses you can foresee and plan for, and then there are some that you simply can’t predict. Planning an income for retirement is no easy task and you always need to leave room for unexpected expenses that arise. Here is my list of the Top 5 Unexpected Retirement Expenses that should be […]
7 Basic Investing Truths
Newspapers and magazines are often filled with predictions, attention-grabbing headlines and content that incite fear amongst investors about where they’ve put their money. Whilst there are no guarantees when you’re in the business of investing, there are simple, basic principles which all investors need to know to maximise their chances of success. Our seven basic […]
Ethical Investing – Ask An Adviser
A question recently asked on the website AdviserRatings brings an issue that’s been circulating more frequently in the investment world – what exactly is ethical investing and how do I choose products that are ‘ethical’? Darren recently addressed this question on AdviserRatings: What constitutes an ethical investment? Is there a set of rules for something to be […]