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Retirement and Succession Planning

Karunesh and Asha at this time you have asked us to provide advice on:

• Superannuation

As per instructions related to will or decision of superannuation Karunesh decided to transfer to Asha and Asha decided to transfer her superannuation 100% to Josh and rest of to Karunesh. Its advice to both of them to write a proper will upon their after-death circumstances as

• Personal Insurance

Both of them require to attain personal insurance from accidental cases as Asha’s mother faces serious injuries after accident. Karunesh have superannuation but he needs to focus on at least one of insurance instead of more than one superannuation.

• Investment

Both clients are interested to get rid of mortgage loan of $450000 as soon as possible so they need to focus on paying their liability of home mortgage instead of starting any new investment p....