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Rob Shears
Mar 29, 20231 min read
Bank of Mum & Dad
Being the bank of mum and dad can impact your own lifestyle and your children's inheritance. Maybe even your home.


Rob Shears
Mar 29, 20233 min read
Early Inheritance - gift without causing a rift
Early inheritances can impact the estate and leave loved ones with less or more than what was intended.


Rob Shears
Mar 29, 20233 min read
Age Pension and Gifting / Deprived assets
It is great to be able to help the kids out with gifts of cash however it can ongoing impact to your circumstances due to the gifting rules.


Rob Shears
Jan 31, 20231 min read
Keep your wealth in your family
Relationship breakdown and divorce can cause the wealth accumulated to be divided. If an ex-spouse re-marries, the wealth could end up in...


Rob Shears
Jan 31, 20232 min read
Estate Planning Step 1 - Who is involved?
A great place to start with your estate plan is who do you want to benefit and who is going to have power to make decisions. Read more here.


Rob Shears
Jan 31, 20232 min read
Estate Planning Step 2 - What is included?
Not all of your assets are covered by your Will. Do you know which ones and do you have a plan in place for the ones not in the Will?


Rob Shears
Jan 11, 20233 min read
Timing of Downsizer contributions
Timing of downsizer contributions can enable you to maximise other contribution types. Time is ticking, don't trip on it.


Rob Shears
Dec 20, 20223 min read
Is it time to downsize?
From 1 Jan 2023, the downsizer contribution rules have changed. Check out the 5 main rules here...


Rachel Lafazanis
Oct 5, 20222 min read
Will your Company, SMSF or Trust leak when you are gone?
If you have an SMSF, Company or Trust, will your estate plan stop these structures leaking in your death? Find ou more here.

Rob Shears
Sep 17, 20211 min read
Generational Wealth Planning
Our article in The Beast Magazine: https://issuu.com/thebeastmag/docs/the_beast_october_2021_digital/36?ff
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