Living Estate Planning Archive

Living Estate Planning

The ATO is scrutinising delays in paying super after death, with complaints rising. Ensure your super reaches the right hands with the correct nomination.

Living Estate PlanningProperty

Managing inherited property can come with complex tax implications. Learn how to navigate tax consequences when transferring assets, from cash to shares and property.

Living Estate Planning

Let’s face it: no-one likes to think of death, especially their own. It’s not exactly a great conversation starter, is it? This might explain why so many people end up “dying Intestate” which means they die without a will and, as a consequence, have their assets distributed according to State law.

Living Estate PlanningUncategorized

In some cases, a deceased estate or beneficiary can access full exemption on sale of an inherited dwelling if it is sold within 2 years.

Living Estate Planning

It probably wouldn’t come as a surprise if a child of an elderly parent saw an opportunity to undermine the parental will via the building of a granny flat.

Living Estate Planning

It’s no surprise that little or no thought is given to the business failing and if it is considered then it is generally about the business not succeeding.

Living Estate Planning

Life does not always go to plan. While we logically know that, most of us don’t plan for the worst - it’s all a bit morbid and time consuming.

Living Estate Planning

Relying on a superannuation payout to help pay for a funeral should be considered the proverbial last resort.

Living Estate Planning

You normally can’t use your super until you reach your preservation age but there may be a way to have your super released early if you meet an eligibility requirement.

Living Estate Planning

The price of a funeral will largely depend on what you decide to include in the ceremony. The devil is in the detail. It's like the idea of: “Do you want fries with your order?” 

Living Estate Planning

Your own funeral can be hard to think about, but after a lifetime of working hard for your money and having it work hard for you, now is not the time to drop the ball when some intelligent research and thoughtful planning could ensure value for money with that final big spend.

Living Estate Planning

Granted - it’s not all about the money. But for many people, cutting costs on a funeral is important for their own lifestyle and welfare.

Why you landed here

Phillip Anthony Partners joins Paris Financial East Melbourne

We are pleased to share that the team at Phillip Anthony Partners have merged with Paris Financial. Our team at Paris Financial can provide you with a large range of quality financial services with over 65 people located across two convenient locations in Blackburn and East Melbourne.

Paris Financial shares the same philosophy as Phillip Anthony Partners of providing a value focused and high quality service for each of our clients. We look forward to assisting with your accounting needs.