The Five Pillars of a Successful Succession Strategy

How do you know when you’re financially ready to invest in a property? How much debt can you take on before you put your personal finances at risk? Once you have an investment property, how do you know when it’s time to leverage your equity and expand ...

With all of its negative connotations, debt generally falls into the “things to avoid” category. But savvy property investors know that debt can be a powerful secret weapon, allowing you to capitalise on your existing equity and building your wealth at a ...

When considering assets and estate planning, most people immediately think about property, stocks, bank accounts and retirement accounts. But have you ever thought about the value of your digital assets and what will happen to them upon your death?  In ...

Property investors have a lot of decisions to make. You need to consider the best places to look for your properties, the long-term strategy for each property, whether or not you’ll refinance in order to invest in new properties, and much more.  Besides ...

Pros and cons of discretionary trusts at a glance: Discretionary trusts allow for the accumulation of assets for beneficiaries They give flexibility over capital and income distribution Discretionary trusts also offer the potential for simpler reporting ...

Nobody likes to make mistakes, especially when it comes to something as important as planning for retirement. Fortunately, if you’ve made one of the following mistakes, you can start today to remedy the problem and start taking positive steps toward ...

A couple of years ago, the “accommodation bond” was terminated, and now we have the Refundable Accommodation Deposit (RAD) in its place. It still acts as a standard bond, and the price is set by the aged care facility you choose. It’s essentially a lump ...

Australia has an ageing population. In fact, the number of people aged 70 and over is expected to double in the next 20 years. While medical, lifestyle and social advancements are allowing us to live longer than ever before, this volume of older ...

10 Estate Planning Strategies at a glance: Start with wealth management Consider using a Transition to Retirement pension Protect your assets and reduce risk Conduct business succession planning if you own a business Minimise your tax burden Get the ...