Estate planning is often thought of in terms of personal assets—homes, investments, and superannuation. But for business owners, the business itself is usually one of the most valuable assets they’ll... read more →
One of the most significant tax burdens in Australia can arise when superannuation death benefits are paid to an adult child. These benefits can be taxed at up to 17%... read more →
When you’re in the thick of raising a family—balancing work, school runs, and sleepless nights—estate planning probably isn’t top of your to-do list. But here’s the thing: if you have... read more →
Estate planning is a critical aspect of financial management that often takes a back seat in the hustle and bustle of daily life. However, for those seeking to secure their... read more →
When estate planning, most people focus on what will happen to their family and their assets after they pass, often neglecting to consider what would happen if they were to... read more →
At the worst time of your life, the last thing you want to think about is tax. When a loved one dies, however, their affairs must be dealt with at... read more →
You must make a binding death benefit nomination to maintain control and certainty over who will inherit your superannuation assets after you pass away. Contrary to what you may think,... read more →
It’s not uncommon for business owners to take short, irregular holidays because they don’t have the support to keep their business running without them for a longer break. Aside from... read more →