Learn with Rob
RetirementSuperannuationInvesting basicsShares and ETFsProperty and real estateBuying a homeSaving and budgetingDebt and mortgagesInheritance and estate planningTaxInsuranceMarkets and the economyAged careFinancial advice

Inheritance and estate planning

138 videos

Wills, inheritances, passing on wealth, death benefits, powers of attorney.

0:38 A re-contribution strategy can be used to help convert part of your superannuation from a taxable 30 Oct 2026 1:42 Thoughts on Having Multiple Pension Accounts After Age 65 26 Oct 2026 1:20 Inheriting $150K? Invest or Pay Off Your Mortage 25 Oct 2026 0:53 Your inheritance could mean retiring 5 years early 20 Oct 2026 1:39 Helping your kids with money can backfire 7 Oct 2026 1:02 Mums in hospital and banks won't talk to me 7 Oct 2026 1:14 Estate planning is about more than preparing a will 6 Oct 2026 1:14 Estate planning is about more than preparing a will 6 Oct 2026 0:51 The hidden tax inside your super balance 28 Sep 2026 0:37 Before Changing your Super, make sure you qualify 26 Sep 2026 0:33 A re-contribution strategy may help reduce the tax impact on your adult beneficiaries, but many 25 Sep 2026 1:16 Your super could cost your children thousands in tax 24 Sep 2026 2:22 Losing a partner is an incredibly difficult time, and receiving a lump sum through an estate or 17 Sep 2026 23:27 Your Will Isn’t Enough: 5 Estate Planning Documents You Need 15 Sep 2026 1:16 Who Gets the Holiday House? 14 Sep 2026 1:15 Should Siblings Split the Portfolio? 11 Sep 2026 1:09 How $800K in Super Becomes $664K 9 Sep 2026 1:51 $500K to Early Retirement? 3 Sep 2026 2:10 The Hardest Inheritance Decision 29 Aug 2026 1:40 Turn Taxable Super Into Tax-Free 28 Aug 2026 16:29 Defined Benefit Pensions: Take the Lump Sum or Lifetime Income? 27 Aug 2026 1:43 Your Super Could Cost Your Kids 17 Aug 2026 2:48 Why Retirees May Need to Think Beyond Superannuation 15 Aug 2026 3:00 How Is Superannuation Taxed After Death? 12 Aug 2026

Questions about Inheritance and estate planning

All →

No questions here yet.

Ask Rob about Inheritance and estate planning

The information provided in this article is general in nature only and does not constitute personal financial advice.