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 ...

‘If we were both to pass away at the same time, our children would suddenly have life-changing sums of money.’ (Photo subjects are models.) - Getty Images/iStockphoto Is it possible to prevent an heir ...

Martin Lewis has issued an "important" alert to millions across the country about a document that offers "by far the best protection" for those affected financially. In the latest episode of ITV's The ...

More families are being dragged into paying inheritance tax — and many are fighting back by using a quick and easy legal trick that could save their loved ones thousands. With tax thresholds frozen ...

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 ...

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 ...

Things get complicated when you’re in a relationship with someone. Because, for a lot of folks, once you’re with someone, you’re also intertwined with their other family members, too. This woman knows ...