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Managing the largest movement of wealth in our history

Managing the largest movement of wealth in our history

With a massive $3.5 trillion dollars expected to be inherited by Australians over the next 20 years, understanding how to manage these funds will be crucial for the average Australian. This article discusses tax and Centrelink implications of receiving an inheritance, the use of superannuation and family trusts, …

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Work-Life Balance!

Work-Life Balance!

Work-Life balance is something many of us continuously strive for but feel we rarely achieve. Here are 7 simple tips to help you on your way.

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Who Gets Your Super?

Who Gets Your Super?

Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by someone you don’t even know…

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Life Can Change In An Instant

Life Can Change In An Instant

This article tells a story that, sadly, is more common for many Australian families than it should be – the long-term after effects of underinsurance. It not only details the financial consequences but the impacts on the health and social welfare of those left behind when the key breadwinner dies.

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What Happens To Your Super When You Die?

What Happens To Your Super When You Die?

Most people are familiar with the idea of leaving the house, the boat or the stamp collection to someone in (or sometimes outside of) their family through their Will. But what about superannuation…

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