When should you start thinking about Estate Planning?

20 December

With the end of the year fast approaching and the dawn of the New Year on the horizon, it's crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]

Are we jeopardising the Bank of Mum & Dad?

7 November

The temptation is obvious. Soaring house prices have made buying a home tough for most home buyers and prompted many parents to think they should step in and make a financial contribution. The typical argument is that Mum and Dad don’t really...[Read More]

Estate planning is for everyone

5 September

Whilst growing your wealth is one part of a great financial plan, protecting your wealth in the event of your incapacity or death is just as important. Many people think that Estate Planning is only for people close to retirement, especially if...[Read More]

How a testamentary trust can be used for wills and estates

15 June

The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through...[Read More]

The Importance of Estate Planning: Safeguarding Your Family’s Future

8 June

Planning for the future is essential, especially when it comes to ensuring the security of your loved ones. Estate planning, while often overlooked, is a crucial aspect of financial management that can safeguard your family finances. It...[Read More]

The Importance of Early Estate Planning

6 April

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a...[Read More]

Complications executors may face

16 March

Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]

Financial management when we lose a loved one

30 November

Financial Management When a Loved One Dies Losing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing...[Read More]

Financial management when we lose a loved one

24 November

Losing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing you’d be concerned about. It could be...[Read More]

Caring for Someone in an Aged Care Home

13 October

Your role as a carer does not necessarily end if the person you’re looking after moves to an aged care home. Even after moving them into a care facility, you might still spend a lot of time there, providing care and giving them...[Read More]

How inheritance tax works

15 September

Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who’s died. There’s normally no Inheritance Tax to pay if either: the value of your estate is below the £325,000 threshold you leave...[Read More]

Older renters being forced into aged care

14 September

Older Australian renters are being pushed prematurely into aged care due to high costs, insecurity and insufficient quality of housing, a new report has found. A national survey of 500 people aged over 50 conducted by Anglicare Australia found...[Read More]