Q: I started two account-based pensions after reaching 65 — one for $810,000 and the other with $750,000 in two separate industry super funds. At the time in November 2024, the transfer balance cap ...

Is it possible to prevent an heir from spending their inheritance on things to which we are diametrically opposed? I would hate for our money to end up in the hands of organizations that oppose ...

Every $100,000 inherited could generate $10,000 annually for life through smart investing, yet most Australians squander this life-changing opportunity on home upgrades, writes Ben Nash. When you ...

When you receive a cash injection, the smart move is to take a breath and plan before you rush into major decisions or purchases. You don’t want your money sitting there doing nothing, but parking ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

Question: “We are 74 years old and retired. We have an income of $3,400 a month and we still owe $250,000 on our home with a mortgage rate of 2.5%. We have no credit card debt or car payments and we ...

Add Yahoo as a preferred source to see more of our stories on Google. A wife planned to use her inheritance to buy her grandparents’ house and keep it in her name. Her husband argued that leaving him ...