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Category: Estate Planning

How to Protect Your Loved Ones After You’re Gone

Posted on April 22, 2019

As the old saying goes, there are only two things certain in life: death and taxes. Unfortunately, most of us spend too much time worrying over the latter and not enough discussing…

How To Effectively Review Your Financial Situation

Posted on January 21, 2019

Today is the perfect time to review your financial affairs. Why not go one step further and perform a complete financial review? It could have a positive impact on your long-term financial…

Make Sure Your Super Goes to Your Loved Ones

Posted on November 26, 2018

While a Will states how you would like your hard-earned assets to be distributed, it doesn’t automatically include your super. That’s because, unlike directly owned property or shares, super doesn’t necessarily form…

Changes to the First Home Owner Grant

Posted on July 10, 2017

New stamp duty measures for first-home buyers Stamp duty (land transfer duty) for first-home buyers purchasing a home with a dutiable value of not more than $600,000 has been abolished for contracts entered…

Protecting your family from an inheritance nightmare

Posted on March 28, 2017

Estate planning is a topic that many people would rather not talk about too often, but it’s an important part of the entire financial planning process for anyone with responsibilities, whether they…

Future trends in family business succession planning

Posted on March 20, 2017

Families are fragmenting in unique ways. Children can, and often do, move far away from their homes and traditions. Holding the family together and promoting a common, proud family legacy is now…

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