Inheritance
New push to end ‘ugly’ exploitation of older Australians
A $5 million media campaign aims to raise awareness of and eliminate elder abuse, which affects about one in six older people in Australia.
- by Paul Sakkal
Latest
Opinion
Opinion
How to retire happy and still leave your kids an inheritance
Many modern retirees are feeling tremendous pressure to pass money onto their children and grandchildren. Here’s how to manage expectations.
- by Bec Wilson
Opinion
Opinion
Mum jokes I won’t be left an inheritance. I might not mind
Would you rather keep paying high taxes on your income, or more tax when you die?
- by Millie Muroi
NAB shareholder takes bank to court in a bid to secure confidential papers
Diana Beere is fighting the bank in court to ensure it is true to its word on investing in coal mining before she passes her shares on to her descendants.
- by Millie Muroi
Opinion
Ask an expert
When my kids inherit my shares, how much tax will they have to pay?
If your kids are likely to be paying a meaningful amount of tax, it may be advantageous for you to rebalance your portfolio.
- by Paul Benson
Opinion
Budgeting
You’re not entitled to an inheritance, so here’s how to ask about it
The truth is, I wouldn’t wish an inheritance on anyone, but as generations get older, it’s a tough conversation many of us are having.
- by Victoria Devine
In the midst of the grief of losing my mother, this is how I learned to cope
Even though motivation, energy levels and clear thinking take a huge hit, and the thought of simply making a decision can be exhausting, getting going helps.
- by Jane E Sullivan
Opinion
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What should my daughter do with her $20,000 inheritance?
Coming into money early on in life can be a wonderful opportunity to learn about investing and financial markets.
- by Paul Benson
Opinion
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I’m 40, single, and without children. Do I really need a will?
There’s no reason to put your family through additional drama when you pass away, so it’s best to make up a simple will.
- by Noel Whittaker
Opinion
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My bush property is too big for me to get the pension. What can I do?
While being on acreage can be pleasant, the size of your property can risk stymieing your pension options.
- by Paul Benson
Opinion
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Do I transfer property to my kids before I die, or leave it in the will?
Transferring property can have tax implications for both you and your children, so it’s worth weighing your options.
- by Noel Whittaker