How can your will make a difference?
It’s Wills Week 2024 and if you have more than $15,000 and no will, this episode could be what you need to sort your life admin.
We look at the perils of not having will, but also the growing trend of leaving something to a cause you’re passionate about. Our conversation with Public Trust wills expert Catherine Simpson busts myths about wills and charitable giving.
We cover not just leaving cash, but other assets including a part of your share portfolio. And whether to consider residual giving—a percentage of your estate that you gift after leaving the rest to loved ones.
Brought to you by Sharesies, with BusinessDesk
Shared Lunch is hosted by BusinessDesk journalists including Frances Cook.
Each week, we’ll alternate between an interview with a company leader and an industry deep dive.
Tune in on YouTube to watch or subscribe to the podcast on Spotify, Google Podcasts, or Apple Podcasts.
Ok, now for the legal bit
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your circumstances, objectives, or needs. We do not provide recommendations and you should always read the disclosure documents available from the product's issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor.
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