Top 10 tips for developing a business exit strategy: Business Succession and Estate Planning

30 May

Given all the hard work that building up a business takes, it can be hard to say goodbye – so it’s important to do it right.    Developing an exit strategy well in advance allows you to have control over your small business’s future while...[Read More]

Choosing a New Home: Top 10 Considerations for Selecting the Right Retirement Community

2 May

Finding the right retirement home is a significant decision that marks a new chapter in life. While it might evoke mixed emotions, recognising the need for more tailored care and support can also be a positive step towards enjoying a fulfilling and...[Read More]

Ensuring Harmony and Legality: The Critical Role of Legal Advice in Family Estate Planning

25 April

Estate planning is a crucial but often challenging aspect of managing familial wealth and assets, particularly as parents age. The process involves making decisions about how to allocate assets such as businesses and property among siblings, which...[Read More]

Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home

18 April

Transitioning into a retirement home is a significant life decision that involves careful planning and consideration.    As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]

Reasons why early estate planning is crucial

11 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]

Essential Checklist: Preparing for Your Will Drafting Session with a Lawyer

22 February

Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth...[Read More]

Deductible Gift Recipient (DGR) Registers Reform – new law coming into effect

3 January

The ATO will administer and oversee Deductible Gift Recipient (DGR) endorsement for 4 unique DGR categories.   From 1 January 2024, the Deductible Gift Recipient (DGR) Registers Reform new law comes into effect, transferring administrative...[Read More]

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]

Taxpayers cop fines after using unregistered tax agent

13 December

An unregistered tax accountant exposed her clients to fines and unexpected tax bills after unlawfully lodging hundreds of returns filled with dodgy deductions. Perth-based Jessa Van Stroe, who is also known as Jessa Layola, was not registered with...[Read More]

Navigating the Emotional and Financial Aspects of Inheriting Wealth

16 November

Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]

Ask yourself these 5 things before buying life insurance

19 October

Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]

Farm Succession Planning: Balancing Financial and Emotional Aspects for Generational Transition

28 September

The Challenge Facing Farm Owners  The complexity of farm succession planning extends beyond mere financial transactions. For farm owners, navigating the transition of a generational asset such as a farm is both an economic and emotional endeavour....[Read More]

The responsibilities and challenges of an estate executor

21 September

Being named the executor of an estate is both an honour and a burden. Entrusted with this pivotal role, one carries out the last wishes of a loved one, but the path is often strewn with complexities and unforeseen challenges.   Navigating the...[Read More]

The importance of personalised advice in navigating ambiguous information

31 August

In an era saturated with information, the need for personalised advice tailored to an individual’s unique financial situation is paramount. Whether it’s in the business world, investment markets, or personal finance, we are bombarded with advice...[Read More]

When should one start thinking about Estate Planning?

24 August

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 smooth...[Read More]