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Death is not something we like to think about, but a bit of pre-planning can save a lot of heartache for those we leave behind. What control do you have over your assets when you pass? It’s an interesting thought that most people don’t like to dwell on, however, with more wealth being created through superannuation funds, it’s a thought that will require action at some stage – and the sooner the better.
It is often said that death is final. However, a grieving family knows only too well that the death of a loved one can trigger events that may drag on for years afterwards, especially when it comes to sorting out the estate of the deceased person. Outlined below are some suggestions that may help reduce the burden on those you leave behind.
The list above covers a lot of the most important things to consider, however, professional advice should be sought to tailor your estate planning arrangements to your unique individual circumstances. If your family situation changes, be sure to seek professional advice to update your estate plan accordingly. Then you can get on with living your life.
RJS Wealth Management Advisers can help ensure your estate passes to your chosen beneficiaries by identifying potential issues which could adversely impact your desired distribution. The Planning team works with a range of estate planning professionals to ensure your wishes are actioned appropriately.
Call us today to make an appointment with a planning expert to discuss your Estate Planning needs.
For more information on our services, CLICK HERE.
We have prepared the 2024 FBT questionnaire for you. This is an editable PDF document that allows you to choose the most convenient method of completion.
In a significant shift in property taxation, the State Government of Victoria has introduced new legislation, effective from 1 January 2024, that impacts the apportionment of land tax during property transactions. This change, part of the State Taxation Acts and Other Acts Amendment Act 2023, brings about a notable alteration in the way land tax is handled at the time of property sale.
This guide explains HOW to treat rental income & WHAT expenses you can claim.
We share some ideas to help you increase your tax refund
Claim all entitled deductions by requesting our free Rental Property Guide. Property values in Capital Cities dipped 8.4% in 12 months but recently rebounded with a 1.4% increase. Rents surged 10.1% in 12 months across all Capital cities. Download guide and check out the rental property update for Australia here.
A free spreadsheet to determine fixed costs, operating costs, growth profit, and overall profit for your business.
We've compiled a list of frequently asked questions about electric vehicles and their tax implications in Australia. If you're unsure about how your EV affects your taxes, this resource provides answers to help you make informed decisions.
For more information on our services, CLICK HERE.
We’ve put together some resources to assist you:
