Just over half of Australian adults do not have a will.
In nearly four decades of talking to people about money, our observation is that those who have spent a bit of time planning and talking to those closest to them, who they will turn to in the later years, get the best results in making sure their wealth is dealt according to their wishes.
Do realise that if you have divorced and not changed your will, you may be planning to leave assets to someone you don't like. If you have married since doing your will, it is automatically revoked? Furthermore, if your affairs are complex or a fair bit of money is involved, I strongly recommend you seek our advice.
If you do not have a valid will and you die then your estate will be distributed according to a pre-determined formula and, if your only living relatives are more distant than cousins, your estate will pass to the government.
Click on the link to start the process of preparing an very simple basic straight forward Will to protect you and your estate.
At Financial Choice, we advise our clients on the best products and strategies to secure your family’s future. Our online investment & budgeting tools, low-cost investment portfolios and personalised financial advice, will put you in a stronger financial position. You’ll know how much to invest and determine what risk level you’re comfortable with.
To learn how our professional team at Financial Choice can help you, and to access our FREE 7 STEP PLAN, please click on the Financial Choice logo above.
Established in 2006, selfmanagedsuper.com.au has become the industry’s leading Self-Managed Super Fund Administrator. We can assist investors on how to secure their future, offering two distinct SMSF options. One for those who want savvy investment advice and one for those who simply need expert guidance in setting up their super fund. In addition to being a personalised SMSF administration service, we also provide a Portfolio Management System.
For more details, please click on the Self-Managed Super logo above.
Is it time to consolidate your super? As Australia’s first website of its kind, Find my Super helps you find and consolidate your superannuation, into one low cost, high performing fund. Download our ‘Super’ - mobile app and you’ll find sorting out your super will be a simple, easy task. We’ll also help you keep track of your super account, FREE of charge.
To get started, please click on the findmysuper.com.au logo above.