Estate Planning

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.

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.

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.

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...

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.

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?

Timing of Downsizer contributions

Timing of downsizer contributions can enable you to maximise other contribution types. Time is ticking, don't trip on it.

Is it time to downsize?

From 1 Jan 2023, the downsizer contribution rules have changed. Check out the 5 main rules here...

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.

Generational Wealth Planning

Our article in The Beast Magazine: https://issuu.com/thebeastmag/docs/the_beast_october_2021_digital/36?ff