Estate Planning

It’s a new financial year and in retail world that means time to do a stocktake - a good opportunity for business owners to offload stock and also to take notice of what did work to plan for the new financial year. So we felt that now would a great time to pull together some ideas to help you do a financial stocktake!
It seems that the only way a lot of younger Australians can get into the property market is by hitting mum and dad up for a loan - sound familiar? Interestingly there are a raft of estate planning matters that you might like to consider and our friends at Iron Group lawyers have put together 3 considerations and scenarios for you if you're thinking of, or have, loaned your children money to buy a property.
Traditionally, retirement planning assumed a retirement period of 25 years however people moving toward retirement today are generally healthier, more active and can expect greater longevity than earlier counterparts. It is key that people nearing retirement today plan to maximise their income and manage longevity risk. Let’s address some strategies when considering your retirement planning and making your money last.

Drawing up a will, thinking about your death and what you want to happen after your death doesn’t fill many people with the warm fuzzies. Everyone can appreciate that it’s an uncomfortable topic – taking your life and distilling it to the business-like transfer of...

Estate Planning is a vital part of your overall wealth management plan and too often we see people taking a no or low-advice approach to their estate planning, usually with less than stellar outcomes for the family involved at the back end. Here are 8...

Today we have access to more information on managing and growing our wealth than ever before. With the range of access to financial products encouraging us to compare, switch and save online, on the TV, on the radio and in print media it’s no surprise...

It seems that a lot of people overlook this important part of their life insurance and estate planning. You really want to make sure you get this right and because it is so complex it requires serious consideration. Nominating your beneficiaries correctly and using the right...

One of the toughest financial and emotional decisions when moving in to residential aged care often involves the sale of the family home. Sometimes turning the home into a rental property is a more appealing option. Not only does renting the house out delay making a...

New year financial resolutions are common at this time of year, but one overlooked yet important action to take is to sort out Wills and estate plans, says Anna Hacker, National Manager – Estate Planning at Equity Trustees. “A fresh new year may seem like a...