Mar 30Why You Must Have a Will and Power of AttorneyWe realise it can be uncomfortable for anyone to organise their Will or Power of Attorney.
Mar 4, 2021THE TAX EFFECT ON DECEASED ESTATESAlthough death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by...
Aug 28, 2020DIFFERENT ASSETS CREATE DIFFERENT OUTCOMESA 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...
Jul 13, 2020WHAT IS YOUR AGED CARE FUNDING STRATEGY?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?...
Jun 8, 2020A GUIDE FOR SELLING OR CLOSING YOUR BUSINESSAs a hard-working small business owner you've spent years building your own livelihood and now, for whatever reason, you've decided the...
May 29, 2020TO GIFT OR NOT TO GIFT? WHAT ABOUT YOUR PENSION?With Australia’s age pension being subject to an assets and income test, a simple way for part-pensioners to increase their pension...
Feb 21, 2020ESTATE PLANNING FOR YOUR BUSINESSIt’s not uncommon for business owners to take short, irregular holidays because they don’t have the support to keep their business...
Jan 7, 2020IS A DIY WILL KIT ENOUGH?More than 45% of Australians don’t have a valid Will. If you die without one, your hard-earned wealth (your estate) will be distributed...
Dec 9, 2019WHAT IS A CHILD MAINTENANCE TRUST?When relationships break down, child maintenance payments are often made from post-tax money. If this is a position you are facing,...
Dec 2, 2019WHO PAYS YOUR DEBTS WHEN YOU PASS AWAY?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,...
Nov 28, 2019WHAT TO DO WITH AN INHERITED GIFTWhen 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....
Nov 15, 2019PLACING YOUR FAMILY WEALTH IN A TRUST The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits...