What Happens to Your SMSF When You Die? A Trustee’s Guide to Estate Planning

Planning for retirement often involves deciding how to invest superannuation savings, manage pension payments and build long-term financial security. However, there is another important question many self-managed super fund (SMSF) members overlook: what happens to the fund when they die? An SMSF does not automatically end when a member passes away. The remaining trustees must…

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Social Media Advice and Latte Tips Won’t Fix America’s Financial Literacy Crisis

Social Media Advice and Latte Tips Won’t Fix America’s Financial Literacy Crisis

April marks National Financial Literacy Month, but this year, experts are sounding the alarm: Americans may be more misinformed than ever. At a time when mass layoffs—especially among federal workers—are threatening pensions, benefits, and long-term financial security, conversations around personal finance have become increasingly urgent. But according to Michael A. Scarpati, CEO of RetireUS, the…

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