Protecting your assets

During your retirement, you’ll need to know that your financial affairs are being handled as you want them to be and that you have someone who can act for you should you become too ill to make decisions yourself.

In this section, you’ll find information on:

  • Insurance
    Your insurance needs may change in retirement, so it's worthwhile to review your cover regularly.
  • Wills
    Make sure your will is up to date and reflects your current wishes
  • Legacies
    Read about how they work and what you might choose to set aside to gift when you die
  • Enduring power of attorney
    Important issues to consider
  • Family / funeral trusts
    Find out how a funeral or family trusts might be useful to you
  • Info for women
    Women often live for longer than men. If you have a partner, you need to know that you will be left with enough to be comfortable during the years you may be living alone.

Family trusts - rest home subsidies

Having a trust can mean that you qualify for a rest home subsidy. However it is important to understand what's involved and all of the rules. Check out our Trusts section for more information.