Category: superannuation

estate planning

Five Frequently Asked Questions About Estate Planning

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As blended families become more common estate planning becomes a more complicated process. The added complexity becomes apparent when considering who and what you are leaving behind after you are gone. Moiler Partners can save you hours of time, headache and heartache and make the process far more simple. Not having a valid estate planRead more…

Lessons from understanding the super fund investment strategy rules

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Many of our clients use superannuation to secure their future financial independence. Trustees of super funds, including Self-Managed Super Funds (SMSFs), are required to have an investment strategy that meets certain guidelines. These guidelines provide useful insight into smart investment strategies that you can apply more broadly.   Risk versus return Trustees are required toRead more…

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