Noel Whittaker explains the correct approach to estate planning

By Noel Whittaker
September 19 2018 - 8:00am
If it is likely that you will be a recipient of an age pension at some stage, ensure that your will is set up to distribute assets in a way that optimises both tax and Centrelink outcomes.
If it is likely that you will be a recipient of an age pension at some stage, ensure that your will is set up to distribute assets in a way that optimises both tax and Centrelink outcomes.

Getting estate planning right is a must for retirees, but many still don’t understand the implications of making the wrong choices, or even worse not having a will at all.

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