Estate planning mistakes to avoid
Your Life

5 common estate planning mistakes people make

- April 5, 2022 3 MIN READ

People make these avoidable estate planning mistakes all the time and it costs their loved ones dearly. It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas as to how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst… Read more »

What is a family trust
Your Life

The principles and benefits of a family trust

- March 3, 2022 3 MIN READ

A family trust can serve a wide range of purposes and be extremely useful vehicles for tax planning, financial planning and investment. The Australia Institute examined ATO data and found that there are more than 800,000 trusts in Australia, with assets totalling more than $3 trillion. One of the reasons for the popularity is that… Read more »

Take care of your parents finances
Your Life

How are your parents’ finances?

- November 30, 2021 3 MIN READ

Ensuring your parents’ finances are in order is a big part of taking care of them in their old age. It’s a funny thing when you realise that your parents are old. It makes you reflect on their lives and it’s probably when the responsibility of care shifts to you looking after them. We’re talking… Read more »

Do these life admin tasks for peace of mind
Your Life

These 7 life admin tasks will bring you peace of mind

- November 25, 2021 4 MIN READ

Have you been thinking about sorting your life admin but don’t know where to start?  You know, all those things you never get around to, but can make your life function so much smoother and less stressful? Like organising your tax, sorting important documents, understanding superannuation and the list goes on… Here’s what you can… Read more »

Your Life

Estate Planning kids

- November 25, 2015 3 MIN READ

Where there’s a will, there’s a relative… and a way to fight over it. That’s the unfortunate story of so many estates these days, where families fall out and even end up trading legal blows to settle the finances of a parent who has passed away. It’s not just the rich families squabbling either. However… Read more »