Useful Articles

24 11, 2017

When No Estate Plan = A New Estate Plan In The Football State*

By | 2017-11-24T11:41:49+10:00 November 24th, 2017|Legal Services for Asset Protection, Life Events, Useful Articles|0 Comments

  For those of you who have attended one of our estate planning seminars, you may remember our contention that “no estate plan equals an estate plan”. In other words, even if a person dies without a will, the law says that their assets will be distributed to their family, as determined by a set [...]

17 11, 2017

Super Series – Part 3

By | 2017-11-17T15:43:12+10:00 November 17th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Non - Concessional Contributions – Part 1 As part of our super series articles, the focus this week is on non-concessional contributions. Non-concessional is the term associated with after-tax super contributions. After-tax contributions are super contributions for which an individual or employer hasn't claimed a tax deduction. There are many advantages in making superannuation non-concessional [...]

27 10, 2017

Super Series – Concessional Contributions – Part 2

By | 2017-11-10T10:09:15+10:00 October 27th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Super Contributions are not just for the high-income earners This week, we continue exploring more details around Concessional Contributions and strategies which can benefit you. Making concessional contributions is often left for the higher income earner of the family as it can reduce their marginal tax rate significantly. This means that they end up with [...]

26 10, 2016

Estate planning – the basic essentials

By | 2017-06-16T15:16:16+10:00 October 26th, 2016|Legal Services for Asset Protection, Life Events, Uncategorized, Useful Articles|0 Comments

Estate planning – the basic essentials It is generally believed that death is final. However, a grieving family knows only too well that the death of a loved one can trigger events that may drag on for years afterwards, especially when it comes to sorting out the estate of the deceased person. Outlined below are [...]

18 10, 2016

Investing: back to basics

By | 2017-06-16T15:16:16+10:00 October 18th, 2016|Investment Advice, Useful Articles|0 Comments

Investing: back to basics The past few years have shown the world that share markets can be volatile creatures and we are often asked “when is a good time to invest in shares”? While nobody knows what each new day will bring, the key to answering this question hinges on acknowledging three aspects of your [...]