Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Today we’re talking about succession planning with the one and only Terry Waugh.
This is a pretty big topic but we’ll be focusing in on areas such as:
- What is succession planning and why should we care? (02:22)
- What are some of the available options for succession planning? (04:19)
- Wills (07:06)
- Testamentary trusts (13:31)
- Succession planning within companies (20:52)
- Superannuation - who gets it when you die? (24:15)
- SMSF - what are the key differences? (28:42)
- Life insurance inside superannuation (39:30)
- How to protect your kids in case you die (31:01)
- How much do these structures cost? (33:27)
Links
- Podcast - 46. Terry Waugh - Structuring
- Website - Structuring Lawyers Pty Ltd
- Podcast - The Structuring Podcast
- Facebook - Aussie FIRE Discussion Group
- Forum - Property Chat
152 episodes