News — estate planning

When you become the money manager for an ageing parent

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When you become the money manager for an ageing parent

Suddenly responsible for Mum or Dad's finances? Here's which documents matter, why a power of attorney doesn't open every door, and the simple habits that protect both your parent and you.

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Blended families and inheritance: protecting your partner and your kids

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Blended families and inheritance: protecting your partner and your kids

In a blended family, "we'll just leave everything to each other" is the plan most likely to end in court. Here's how life interests, testamentary trusts and binding super nominations let you look after your partner and your own children at the same time.

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Noel in the News: your will names the heirs, but who pays the tax?

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Noel in the News: your will names the heirs, but who pays the tax?

New capital gains tax rules starting 1 July 2027 can trigger a tax bill when shares pass to an estate, with no sale proceeds to pay it. Noel Whittaker explains why your will should say who bears that tax.

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The 'death tax' on super that catches most families by surprise

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The 'death tax' on super that catches most families by surprise

There are no death duties in Australia, but superannuation left to adult children is taxed - and most families only find out when the cheque arrives. Here's how the tax works, what it costs, and the four things you can do about it while you're alive and well.

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Keeping the peace: how to write a will that doesn't split the family

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Keeping the peace: how to write a will that doesn't split the family

Most families that fall out after a death aren't really fighting about money — they're arguing about what the will seemed to say about them. Here's how the rules on challenging a will work around Australia, and the five decisions that cause most of the trouble.

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