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...
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Rob Shears
- Jan 31
- 2 min
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
- 2 min
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
- 2 min
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, 2022
- 3 min
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, 2022
- 2 min
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, 2021
- 1 min
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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