Most people are familiar with the idea of leaving the house, the boat or the stamp collection to someone in (or sometimes outside of) their family through their will. But... read more →
Basically, you can do whatever you like with your money while you’re alive. But what control do you have over your assets when you die? It’s an interesting thought that... read more →
“Isn’t estate planning all about looking after the assets of the wealthy when they die? What has estate planning got to do with being a single parent?” Of course estate... read more →
The 2015 investment landscape could resemble the plot of The Hunger Games, where investors face a changing and unexpected environment that requires multiple talents and smarts to emerge victorious. Expectations... read more →
Achieving any goal in life usually involves starting with a plan. Investing is no different. One of the most important things to understand before you embark on an investment plan... read more →
If the need for residential aged care is nearing you or a loved one, following these five steps will help you make a smoother transition. 1. Get your eligibility assessed... read more →
Self-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up... read more →
When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without... read more →
Your most important asset is your capacity to work and generate an income. If you are unable to work due to sickness or injury, how would you continue to meet... read more →
Whilst there were no significant taxation proposals in this year’s Budget, the Government has made some relatively conservative changes to FBT exemption and employee share schemes. FBT exemption for electronic... read more →