Episodes
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In this final episode of What Happens When I Die?, Anna Hacker talks to Robert Kerr, an Australian Unity Trustees client, and father of Australian Unity Wealth and Capital Markets CEO, Esther Kerr Smith.
Robert generously talks about his experience navigating the death of his wife in July 2021 – right in the midst of Melbourne’s strictest lock-downs.
Together, Robert and Anna discuss estate planning, funeral arrangements, medical powers of attorney, and the importance of community support when a loved one wants to die at home.
This subject isn’t an easy one, and this episode comes with a trigger warning. If you need help, please contact Beyond Blue on 1300 22 4636 or Lifeline on 13 11 14.
Host: Anna Hacker
Guest: Robert Kerr, client of Australian Unity Trustees
Useful Links: Death of a Partner - COTA Victoria
Disclosure: General advice for listeners. Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.
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Investment Bonds remain a relatively well-kept industry secret and can play a useful role in people’s estate planning strategies as Ryan explains in this super practical episode.
While getting good advice when it comes to estate planning strategies remains key, Ryan talks about the clients he has worked with that have used investment bonds as an effective way to put in place arrangements outside of their estate and/or to set up what Ryan refers to as a pseudo testamentary trust where wishes can be ruled from the grave.
Ryan says investment bonds can be especially useful for vulnerable beneficiaries or where a person wants to leave money to their grandchildren and circumvent their own children.
Ryan’s top tips for listeners include; considering investment bonds if a person has concerns about challenges to their estate and why sitting down with a financial adviser and lawyer to weigh up the pros and cons is the best way to reach the right outcome while achieving peace of mind.
Host: Anna Hacker
Guest: Ryan Francis, Commercial Manager at Australian Unity Life & Super
Useful Links:
Investment bonds in estate planning | Australian Unity Wealth
Disclosure: General advice for listeners. Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.
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Missing episodes?
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In this episode Anna is joined by Rohani Bixler, who is in a league of her own when it comes to supporting families/parents/guardians to put in place arrangements to make sure their child (or children) living with disability are looked after when they die or lose capacity.
Rohani is a pre-eminent expert in the field and has a deep personal connection to the subject making today’s episode so compelling and comforting. This is a subject rich in emotion, complexity and something the team at Australian Unity Trustees is asked about a lot.
Host: Anna Hacker Guest: Rohani Bixler, Special Counsel at Burke & Associates Lawyers. Rohani is a highly regarded practitioner in the areas of Estate Planning, including bespoke testamentary trusts and advice for complex circumstances including blended families, private companies, family trusts, vulnerable beneficiaries, estranged family members. Useful links - Special Disability Trusts | Department of Social Services, Australian Government (dss.gov.au) Disclosure – General advice for listeners - Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position. -
One of the lessons we have gleaned in our work helping people with their estate planning is the stories of regret and remorse as they relate to the guilt of not knowing what their loved one’s dying wishes were – be it about life support, palliative care, burial/cremation preferences, resuscitation and on it goes.
When we came across the Advance Care Planning program we knew that it would be an important program to shine a light on and we were grateful to have the wonderful Dr Sonia Fullerton, Deputy Chief Medical Officer at Peter MacCallum Cancer Centre and an advocate for the program on the show.
Host: Anna Hacker
Guest: Dr Sonia Fullerton, is Deputy Chief Medical Officer at Peter MacCallum Cancer Centre, a consultant in palliative medicine and an ambassador for Advance Care Planning Australia. Her interests include patient centred decision making, end of life care plans, social media in health and health IT.
Useful links:
Advance Care Planning Australia.
Palliative Care Pain and Palliative Care Research
Advance Care Planning (ACP) - YouTube
Disclosure – General advice for listeners. Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position. -
What happens when I die? International Women's Day 2022 #Breakthebias
Join Anna and very special guests, Sally Capp Lord Mayor of Melbourne, Mary Delahunty Founder and Executive Director of Seven Advisory (previously HESTA's head of impact) and Esther Kerr-Smith, Chief Executive Officer of Australian Unity's Wealth & Capital Markets business.
In this special episode these incredible leaders break the bread with Anna on this year's International Women's Day theme #breakthebias in a no holes barred conversation about the gender pay gap, reflections on managing our unconscious bias, leadership style, when you know it's time to leave a role, the return to the office and much, much more.
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services.
If you have a question you would like us to cover in a future episode you can send us an email: [email protected]
What happens when I die? is a podcast by Australian Unity.
Australian Unity acknowledges the Wurundjeri people as the traditional owners and custodians of the land on which this podcast was produced and we pay our respects to all First Nations people and acknowledge elders past and present.
Show notes
Sally Capp - Lord Mayor of Melbourne Sally Capp | LinkedIn
Mary Delahunty - Founder & Executive Director Seven Advisory Mary Delahunty | LinkedIn
Esther Kerr-Smith - Chief Executive Officer Wealth & Capital Markets - Australian Unity Esther Kerr-Smith | LinkedIn
https://www.australianunity.com.au/wellbeing/money-and-finances/what-happens-when-i-die-season-2-episode-7
General Advice for listeners.
Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific tax, legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.
Australian_Unity_-_Our_Impact_2021.pdf (australianunity.com.au) -
In another big episode (the final in season two) Anna talks to Marsha Laine Dungog, international tax lawyer extraordinaire from San Francisco about the profession's swift shift to digital to better serve a peripatetic client base.
Anna also talks to much-loved guest Amy from The Art of Decluttering about dealing with the death of a loved one and how her business has helped people manage and store precious belongings over the past 18 months.
Jennifer Batrouney AM QC concludes the episode and shares her deeply personal experience about dealing with the death of her brother at the height of Victoria's lockdown in mid 2020. -
In this moving episode Anna Hacker talks to insightful end of life doula Helen Callanan. A doula fulfils a non-medical role which provides practical, emotional and spiritual support, helping to demystify death and dying for those nearing their end of life and those close to them. This is a big episode with lots of practical advice and insights.
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It's Dementia Action Week.
And one of the key objectives of this important campaign is to get more of us to think about planning ahead so that our choices will be known and acted upon if we can't express them later in life.
So it's in the spirit of action that we share the latest episode in our popular podcast What Happens When I Die - which is all about what happens when someone loses capacity. -
n one of the most anticipated episodes of the series, host Anna Hacker, principal of Australian Unity Trustees Legal Services, discusses what happens to your kids when you die with barrister, Simon Gannon. The idea of "estate planning" does seem to focus on the financial side of Wills, but in reality, most clients with children's number one question is "What happens to my kids when I die?". This episode serves as a master class in the best interests of children delivered by Simon, an experienced barrister whose broad practice provides listeners with an overview of the law as well as practical lessons to understand how to navigate this crucial area.
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On this week's episode of "What Happens When I Die?", we welcome special guest Kitty Flanagan, comedian, author and star of the ABC's new smash hit show, "Fisk". In Fisk, Kitty's character, Helen Tudor-Fisk, is a probate lawyer in a suburban Melbourne law firm and in an art imitating life moment, host Anna Hacker explores the ways in which the show highlights what life is actually like in a suburban legal practice. In this episode, Kitty explains how the concept originated, how her character evolved and her appreciation for all things wills & estates!
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The first episode of season two is here and it will draw listeners into the most important conversation you can have before you die. Join host Anna Hacker, principal of Australian Unity Trustees Legal Services and Jessie Williams, Founder of The GroundSwell Project, as they discuss death and why it is so important to be open, honest and authentic with family and friends. Released on Dying to Know Day 2021, this critical episode will have listeners breaking the taboo of talking about death and understanding why we all need to have the conversation.
Guest: Jessie Williams Founder of The GroundSwell Project.
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services -
What happens when I die? International Women's Day 2021
Join Anna and special guests, Amy Revell from the Art of Decluttering, Jennifer Batrouney AM QC from the Victorian Bar and Beverly Smith, Executive General Manager Residential Communities at Australian Unity.
In this special episode these incredible leaders talk about COVID silver linings, why women have been disproportionately impacted by the pandemic and the lessons to take into the future that were gleaned over the last 12 months.
Guests: Amy Revell CEO and Founder the Art of Decluttering, Jennifer Batrouney AM QC from the Victorian Bar and Beverly Smith, Executive General Manager Residential Communities at Australian Unity.
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services.
If you have a question you would like us to cover in a future episode you can send us an email: [email protected]
What happens when I die? is a podcast by Australian Unity.
Show notes
To learn more about Australian Unity's Better Together model of care in residential communities visit: https://www.australianunity.com.au/assisted-living/whats-on/resources
For further information about the Australian Unity Wellbeing Index visit:
https://www.australianunity.com.au/media-centre/wellbeing
General Advice for listeners.
Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific tax, legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position. -
What happens to your superannuation after you die? What happens if you haven't nominated a beneficiary? Join Anna and Kerryn Lancaster a senior corporate superannuation professional to discuss who could access your super funds when you've gone.
Guest: Kerryn Lancaster, Corporate Superannuation
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services
If you have a question you would like us to cover in a future episode you can send us an email: [email protected]
What happens when I die? is a podcast by Australian Unity.
Show notes
ASIC's Money Smart Website provides excellent information on super and you can search for binding and non-binding nominations using the search bar.
Another useful source of information is the ATO's Glossary of common tax and superannuation terms
General Advice for listeners.
Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific tax, legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position. -
How has social media changed the way people mourn? How does each social media platform differ when it comes to dealing with data? And should we have an online plan in our estate? Anna and Dr Belinda Barnet, a Senior Lecturer in Media at Swinburne University of Technology, discuss what happens to your digital footprint and how you can protect your data while you're alive.
Guest: Dr Belinda Barnet, a Senior Lecturer in Media at Swinburne University of Technology
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services
Here are some of the privacy policies from the most popular social media platforms.
Facebook's privacy policy
Instagram's privacy policy
LinkedIn's privacy policy
General Advice for listeners.
Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.
If you have a question you would like us to cover in a future episode you can send us an email: [email protected] -
Most of us are unprepared for our own death. Find out what happens to your body after you die. Where does it go? What happens next? Who will have access to it?
This content is sensitive, but as Australian Unity's Anna Hacker explains, it is important to understand the practical stages of post-mortem to ensure your wishes are carried out.
Guest: Keren, Embalmer at a large funeral home
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services
More information
•For support services, you can visit Beyond Blue
•Register as an organ and tissue donor (Source: Organ Donation Tissue Authority)
•What is embalming? (Source: Funeral Guide)
If you have a question you would like us to cover in a future episode you can send us an email: [email protected]
The information in this podcast is general in nature. It is not intended to be, nor should it be relied upon as legal, financial or other professional advice for specific situation.
Australian Unity recommends that specialist advice should always be sought about specific legal, financial or other issues relevant to your circumstances before making decisions.
What happens when I die? is a podcast by Australian Unity. -
What commonly goes wrong and what are the tips to avoid them? Listen to Australian Unity's Anna Hacker and guest Marsha Laine Dungog discuss the technicalities of leaving behind assets in foreign jurisdictions, especially the United States.
Guest: Marsha Laine Dungog, Director at Anderson, based in San Francisco
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services
If you have a question you would like us to cover in a future episode you can send us an email: [email protected]
The information in this podcast is general in nature. It is not intended to be, nor should it be relied upon as legal, financial or other professional advice for specific situation.
Australian Unity recommends that specialist advice should always be sought about specific legal, financial or other issues relevant to your circumstances before making decisions.
What happens when I die? is a podcast by Australian Unity. -
Why can a will be challenged? When a family member says they have been left out or they haven't been left enough, what happens next? Listen to Australian Unity's Anna Hacker and guest Carolyn Sparke QC, a barrister specialising in wills and probate law, explain who can challenge a will and how you can protect yours.
Guest: Carolyn Sparke QC, Barrister specialising in wills and probate law
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services
If you have a question you would like us to cover in a future episode you can send us an email: [email protected]
The information in this podcast is general in nature. It is not intended to be, nor should it be relied upon as legal, financial or other professional advice for specific situation.
Australian Unity recommends that specialist advice should always be sought about specific legal, financial or other issues relevant to your circumstances before making decisions.
What happens when I die? is a podcast by Australian Unity. -
There are often more arguments over ownership of sentimental things after someone dies than arguments over money. "Stuff" is usually the most emotional aspect of estate administration. Join Anna as she interviews Amy from the Art of Decluttering. Find out how families cope with the overwhelming task and what you can do now to avoid the most common problems.
Guests: Amy Revell, The Art of Decluttering
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services
More information
• The Art of Decluttering
In this episode we spoke about the potential benefits of preparing a Chattels list, if you would like a template list please email Anna at [email protected]
The information in this podcast is general in nature. It is not intended to be, nor should it be relied upon as legal, financial or other professional advice for specific situation.
Australian Unity recommends that specialist advice should always be sought about specific legal, financial or other issues relevant to your circumstances before making decisions.
What happens when I die? is a podcast by Australian Unity. -
Coming soon - please subscribe for updates!
What happens when I die? is produced by Australian Unity and hosted by Anna Hacker, Principal of Australian Unity Trustees Legal Services.
