Succession planning, estate planning

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.

Australian growth – Resilient in tough times

July 5, 2016
‘Resilient’ is perhaps the best way to sum up Australia’s economic performance over the past 12 months. That was the word used by Standard and Poor’s director of sovereign ratings, Craig Michaels, when confirming Australia’s AAA credit rating in mid-June.

Foiling the digital pickpockets

June 28, 2016
Just a few years ago the notion that you could pay for things by waving a card in the air – let alone your mobile phone or watch – would have seemed ridiculous. But fast forward to the present and carting around currency is rapidly becoming as archaic as mailing a letter. 

How to spot a quality dividend

June 28, 2016
With interest rates at record lows, investors have been searching high and low for a decent yield. And they’ve been finding them, but not where you might expect. 

Taxing issues for SMSFs

June 28, 2016
The re-think of Australia’s taxation system has superannuation firmly in its sights. That’s making investors nervous, especially those with their own self-managed super fund. 

Investing in a better retirement

November 30, 2015
What is superannuation? We all have dreams of what we would like more of in retirement. More time for travel, to pursue other interests or to relax with family and friends. To ensure you get to enjoy more of what you dream about, you need to start a dedicated savings plan. And that’s where superannuation…

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