Generation Wealth Gap
If you read the business pages of the newspaper, you may have seen the term ‘inter generational wealth transfer’ starting to appear more frequently. That’s because an estimated $3 trillion of wealth…
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Why some business owners lose their home (and some don’t) when business goes bad
As a business owner, there are plenty of things you need to manage, and two of the most important of these are assets and risks. In other words, building your wealth and protecting your wealth.
Read more5 Estate Planning tactics to preserve Family Wealth
Over the years we have witnessed first-hand what can happen when a client’s Estate Plan hasn’t been structured correctly. We think it’s important to preserve the Family Wealth and pass assets onto future generations, below are 5 key points to think about and act on.
Read moreWhere there’s a Will, there’s an Estate Plan. Well, there should be.
Let’s face it: no-one likes to think of death, especially their own. It’s not exactly a great conversation starter, is it? This might explain why so many people end up “dying Intestate” which means they die without a will and, as a consequence, have their assets distributed according to State law.
Read moreReviewing your SMSF Strategy
The federal election has now come and gone and we await the passing of the legislation announced in the May 2016 budget. If this legislation is passed, our clients will be in…
Read moreHow Budget Changes will affect your Estate Planning
Last week the Federal Budget put forward a number of significant changes to superannuation which are designed in some shape or form to generate additional revenue for the Federal Government.
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