Getting your finances in order

Managing your finances can be complex. Here's some things to consider when developing an effective estate plan. 

  • Make a will

    A will is a legal document that sets out who will inherit your estate, how your assets will be shared, and what donations you’d like to make to charities.

  • Gifting to family

    Did you know that if you make a gift of money or other assets, your government benefits such as the Age Pension and other Centrelink benefits may be affected?

  • Inheritance

    Receiving an inheritance can be an emotional time, as it generally follows the loss of someone close to you.