Estate planning
October 8, 2025
How to develop an estate planning strategy to deal with your assets in the event of your death. Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death….
Legacy or liability? Planning a smooth wealth transfer
July 7, 2025
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s a number that’s predicted to grow more rapidly over the coming 20 years to $5.4 trillion, the report finds. Managing this flow of wealth to family groups, often complicated by…
5 common financial mistakes to avoid during a crisis
August 11, 2020
The economic impact of the COVID-19 pandemic is playing havoc with finances for many households. In an ideal world, the financial boost should be enough and assumes that everyone was financially prepared for tough times. But in times of crisis, it can all be a little overwhelming. Here are 5 common financial mistakes to avoid…
Family trusts under ATO scrutiny
July 13, 2020
Family trusts have stood the test of time as a means of protecting family and business wealth, and managing the distribution of trust income in a tax-effective way. But the misuse of these tax benefits by a small minority periodically puts trusts in the firing line of the Australian Taxation Office (ATO). With the ATO’s…
Making your wishes known
July 13, 2020
While Australia’s handling of the COVID-19 pandemic was among the best in the world, the speed and spread of the illness underlined just how fragile life can be. It was also a solemn reminder of the importance of ensuring your affairs are in order, so your wishes are met – in life and death. The…
Caring for family with a will
October 9, 2019
Few of us like to think about death, let alone plan for it. But far from being morbid, getting your affairs in order and drawing up a Will is one of the kindest and most caring things you can do for your loved ones. Not only does a Will make your wishes clear but it…
Planning for the future of a special needs child
October 9, 2018
While estate planning is essential for any parent, it takes on additional significance for the parents of a child with special needs. One of your biggest concerns is probably planning for their future care when you are no longer there to look after them.
Super and inheritance: making your wishes known
July 3, 2018
People often think their superannuation will be treated as part of their estate when they die and distributed according to their Will, but that’s not the case. Unless you have nominated your beneficiaries, the decision as to who receives your super is in the hands of the trustees of your fund.
Tax and the super afterlife
May 3, 2017
Death and taxes are never pleasant topics to think about, but a little careful consideration now could save the people who will inherit your superannuation savings a big tax bill.
Wealth transfer is a family matter
July 5, 2016
It’s often said that it is better to give with a warm heart, but divesting assets while you are alive may not be the best way to pass on your accumulated wealth to your nearest and dearest.
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