Get every episode summarized
Each time The Money Puzzle publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
If you don't have a Will, that's plain stupid. If you have a Will, you should also consider a Testamentary Discretionary Trust...and if you have done that too, you'd better watch the new Budget reforms because you may have to make changes.
In today's edition, we cover...
- Estate planning - The basics for the everyday investor
- Testamentary Discretionary Trust - They escaped new taxes, check them out
- Trust reforms - If your family trust is being restructured, it may affect your Will
- Tackling the 17 per cent tax on inherited super.
Estate planning lawyer, Rachael Rofe,+ joins Associate Editor, James Kirby in this episode.
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time The Money Puzzle publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Money Puzzle
Why the $175 billion man still likes the sharemarket (with UniSuper's John Pearc...
The Money Puzzle
Wall Street rewards...but should you hedge?
The Money Puzzle
The career choices that matter for long term wealth
The Money Puzzle
Cash is king again...here's why
The Money Puzzle