Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention. Concentration risk is... read more →
This article lists 9 sound tips that act as a good reminder for our readers in managing their money and encourages them to contact us if they need professional advice... read more →
A good reminder for people who are asked to be executors for a will. This article outlines the extensive duties the executor must fulfill and suggests the use of professionals.... read more →
Nearly everyone groans when June 30 pops up on the horizon. “Oh no, I’ve got to get my paperwork ready for my accountant”. Being organised for your annual tax return... 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 →
In this article, we look at the liquidity risk associated with holding fixed property in SMSFs, as well as some of the factors to consider when investing in these types... read more →
In recent years there has been a rise in the number of blended and stepfamilies within Australia. Figures from the Australian Bureau of Statistics showed that one in five families... read more →
SMSF members wanting to expand their investment portfolio are able to borrow money through their SMSF to purchase these assets. Assets available to an SMSF include property, as well as... read more →
Here are four key issues to consider when establishing or reviewing a Will, accompanied by tips for making an effective Will. 1. Who should you appoint as your beneficiaries? While... read more →