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…
The PODCAST – Retirement Series | The Family Home and Aged Care: What You Need to Know | Episode 6
May 23, 2025
Welcome to episode 6 of the PODCAST, our Retirement Series podcast, which helps you turn your retirement dreams into a reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and creating tax-efficient…
The Rich Life Vol 87
November 14, 2024
IIt’s the last month of Spring and with summer on the way and many already planning for Christmas and holidays, it might be a busy month. The Centaur office will be closed over the festive period with our last day in the office being Friday, 20th of December 2024. Monday, reopening on Monday, 6th of…
Is a retirement village right for you?
November 13, 2024
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life….
The Rich Life Vol 86
October 1, 2024
It’s October and, as Spring delivers a bracing mix of weather events from rain and wind to snow and hail in some parts, we’re looking forward to the longer, warmer days ahead. October brings with it a couple of important dates to make note of: 1. Daylight Saving Time kicks off on Sunday, 6th October…
Estate planning gives you a final say
October 1, 2024
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving. Your Will gives you a say in how you want your possessions and investments to be distributed. But, importantly, it should…
Yours, mine & ours – estate and succession planning for modern families
October 2, 2023
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most important part, can ensure your estate is…
Managing the costs of raising children
July 4, 2023
It is a special feeling to welcome a new child or grandchild into the world and watch them grow. Sharing their joy as they reach new milestones is priceless. Of course, there is a real cost – raising a child is expensive, particularly now as the cost-of-living spirals higher. Estimates vary widely from the few…
Who needs a testamentary trust?
June 1, 2023
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. In fact, the value of inheritances as well as gifts to family and…
The Rich Life Vol 59
July 1, 2022
Welcome to our July newsletter and the start of a new financial year. With winter in full swing, it’s a great time to rug up by the fire, take stock of the year that was and make plans for the future. June was a big month in an eventful year for the local and global…
A Will to give
July 1, 2022
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking openly about how you want your assets to be passed on can help avoid family disputes that take a toll both financially and emotionally. It…
When someone passes away
February 2, 2022
When a loved one passes away, the last thing you want to be thinking about is the responsibilities that might fall upon you. Sometimes, having to think about the practicalities of what you need to do during your time of bereavement can be extremely stressful and overwhelming. We are here to tell you that this…
October News
October 9, 2019
It’s October, a turning point in the year when the days begin to get longer and many states switch to daylight saving. Time to spring clean your home, your finances or your business ahead of the summer rush. September was a month of continuing uncertainty on the global stage. The ongoing US-China trade dispute, political…
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…
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