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Estate & Legacy
3 articles on estate & legacy — general-advice insights for Australians.
Estate & Legacy
When your binding death benefit nomination lapses: the 3-year rule and the renewal discipline
Most public-offer fund BDBNs lapse after three years unless deliberately renewed.
Estate & Legacy
The 2026 tax reforms: CGT, trusts and SMSF borrowing — the dates that matter
When the 50% CGT discount ends, when SMSF residential borrowing stops, and why pre-Budget testamentary trusts still work — a plain-English date map.
Estate & Legacy
Estate planning is about more than a will
A will is the floor, not the ceiling. The gaps it leaves are where families most often come unstuck.