Alex Bernshteyn

What Is Your Aged Care Funding Strategy?

Alex Bernshteyn September 6, 2024 No Comments

We’re an ageing population; the media keeps reminding us, as does the government, but are we prepared for what this means? As a society? As individuals? One thing’s for sure…

Different Assets Create Different Outcomes

Alex Bernshteyn September 6, 2024 No Comments

A Will is a key document in your estate plan, but it’s not just a case of recording who gets what. Different assets may require different management. The executor of…

The Small Business Owner Superannuation Challenge

Alex Bernshteyn September 6, 2024 No Comments

A client who runs his own dry cleaning business came to see me last week. Barry was in a bit of a state. He told me it had suddenly dawned…

Salary Sacrificing and Salary Packaging

Alex Bernshteyn September 6, 2024 No Comments

When most people think of salary sacrifice they think of superannuation. It’s pretty easy to see why. If someone earning $100,000 a year takes the last $10,000 of that amount…

Should You Buy a Home or Rent?

Alex Bernshteyn September 6, 2024 No Comments

Should you rent or buy a property? Well, until we find out more about your situation and aspirations, there is no clear-cut answer to this. There is no one-size-fits-all solution…

Total & Permanent Disability Insurance & Claims Guide

Alex Bernshteyn August 8, 2024 No Comments

Although total permanent disability insurance (TPD) can be complex, ActOn Wealth’s financial advisors support clients by translating the jargon and navigating through the red tape. In this article, we explain…

New Year Financial Checklist

Alex Bernshteyn July 25, 2024 No Comments

As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the…

What Is a Child Maintenance Trust?

Alex Bernshteyn July 25, 2024 No Comments

When relationships break down, child maintenance payments are often made from post-tax money. If this is a position you are facing, perhaps you might be interested in learning about a…

Who Pays Your Debts When You Pass Away?

Alex Bernshteyn July 25, 2024 No Comments

It would be nice to think our debts magically disappear upon death however, this is not the case. If you haven’t planned in advance, financial debts can have a significant…

What to Do with an Inherited Gift

Alex Bernshteyn July 25, 2024 No Comments

When you receive money or a gift from a family member’s or friend’s estate, the last thing you probably think about is tax and insurance. However, you can circumvent future…

Author: Alex Bernshteyn