CGT changes Australia: What property investors should do before the rules potentially change
CGT changes are back in focus ahead of the Budget. Before you act, understand what it really means for your property strategy.
The biggest mistakes to avoid when downsizing
Downsizing the family home is one of the biggest financial and emotional decisions you’ll face near retirement. Getting the timing right can mean the difference between a comfortable retirement and a compromised one.
Why you could benefit from legal and financial collaboration
When lawyers and financial advisers work together from the start, the outcomes can be better for everyone.
How to successfully manage a large inheritance
Receiving a large inheritance can bring both relief and overwhelm. Here’s how to slow down, protect yourself, and turn sudden wealth into lasting opportunity.
The new currency of wealth: Educating heirs before they inherit
Australia’s wealthy families are shifting focus from building wealth to preparing the next generation to handle it.
What is a buy-sell agreement and why your business needs one
A buy-sell agreement acts like a “business will”, helping business owners plan for unexpected exits and ensure smooth transitions. Learn how to set one up and why it’s essential for your business continuity.
Avoid family feuds: A smarter way to resolve divorce and estate disputes
Avoid courtroom stress with collaborative practice – an expert-guided, confidential way to resolve disputes fairly and amicably.
How to maximise your impact with a private ancillary fund
Maximising the impact of your Private Ancillary Fund (PAF) goes beyond just setting it up. Learn how to strategically grow your PAF, involve your family in philanthropy, and ensure your donations are used effectively.
What is a private ancillary fund and is it right for you?
Explore how a Private Ancillary Fund (PAF) can make your charitable giving more tax-effective and flexible. Discover if a PAF is right for you.
Crafting your bliss list: A path to financial fulfilment
A “bliss list,” is a tool for aligning your financial decisions with what truly matters to you beyond just money. Creating one ensures that your financial plan secures your future, while enriching your life with purpose and fulfilment.