May 24, 2018 | Accounting, Business, Estate Planning
We all have things we want to do before our time runs out on this planet. They are different for all of us and can include holidays, experiences or adventures. For me, one of the things on my bucket list is to take all the family (wife and 3 children) to Canada for a...
Oct 13, 2016 | Estate Planning, Financial Planning, Newsletter, Retirement Planning, Self Managed Super Funds, Superannuation
The government has made significant changes to several of its plans around super reform. The government has announced changes to three key 2016 Federal Budget proposals—the most significant being that it would not go forward with its proposal to introduce a $500,000...
Jun 20, 2016 | Estate Planning, Financial Planning, Retirement Planning, Superannuation
New research shows one in three Australians think retirement is too far away to plan for. That’s a big mistake. Take it from me, the day when you’re ready to hang up your work boots is likely to roll around far more quickly than you anticipate, and it pays to be...
May 12, 2014 | Estate Planning, Financial Planning
While a thorny issue at times, it’s often worth having a discussion around inheritance. Letting people know what is coming, or not, can avoid nasty surprises and expensive claims later down the track. Estate planning is a fundamental part of financial planning, with...
