Protected Giving to Your Children

There’s a great joy in being able to assist your children financially, especially when it comes to major milestones like purchasing a home or even contributing to their wedding. The act of providing financial support feels like a meaningful contribution, a gesture that can shape their future. However, the road to generosity can be fraught […]

Do you know someone who doesn’t have long to live?

This is one of the most challenging articles I have had to write, as it is a very sensitive topic. However, it is very important one, because it can be very costly, if these things aren’t done. It may not happen to you for a long time. However, it may happen to your parents, to […]

Superannuation: From Tax-Free Opportunities to the Challenge of the Death Tax

Embarking on the journey of investing in your superannuation is like setting sail on the seas of financial freedom. The prospect of tax-free growth and building a nest egg for the future is undeniably enticing. But, as with any voyage, unforeseen challenges may arise, and one such challenge lurking on the horizon is the ominous […]

Estate Planning & Crafting a Lasting Legacy: Protected Giving for Your Loved Ones

The prospect of leaving an inheritance for your spouse and children is a powerful act of creating a lasting legacy. It’s a gesture that goes beyond the material, symbolizing your desire to make a profound contribution to their future financial well-being. However, as we delve into this narrative, we’ll explore the complexities that can arise […]

Crafting Your Legacy: Strategies in Estate Planning for Tax Efficiency

Embarking on the journey of estate planning is a powerful endeavour. It’s a proactive step toward creating a legacy, a way to make a fantastic contribution to the financial well-being of your loved ones. As you navigate the complexities of dividing your assets, the decisions you make can have lasting implications. In this narrative, we’ll […]

The pitfalls of simply adding your partner as your superannuation beneficiary

Superannuation balances are a significant part of one’s wealth. They are especially important when receiving a regular income for living expenses. If you or your partner passes away, the surviving spouse generally wants the finances to be as simple & tax effective as possible. It is also often preferred, that the surviving spouse doesn’t miss […]