Wills & Estates

IS A DIY WILL KIT ENOUGH?

IS A DIY WILL KIT ENOUGH?

With many Australians putting their estate planning, in particular, Wills, in the too-hard basket, DIY Will kits can seem an easy option. This article outlines the downside of ‘doing it yourself’ and the other alternatives. More than 45% of Australians don’t have a...Read More
WEALTH PLANNING ACROSS THE AGES

WEALTH PLANNING ACROSS THE AGES

For previous generations of Australians, retirement usually meant ceasing work and hoping to live long enough to qualify for the age pension. Apart from the family home and personal belongings there were usually no substantial assets to leave behind for children or...Read More
MANAGING THE LARGEST MOVEMENT OF WEALTH IN OUR HISTORY

MANAGING THE LARGEST MOVEMENT OF WEALTH IN OUR HISTORY

More than $3.5 trillion dollars in inherited funds are expected to change hands within Australia during the next 20 years, with Australians enjoying one of the highest inheritance payout rates anywhere in the world. According to investment bank HSBC’s Future of...Read More
EMPOWERING YOURSELF TO GO ABOVE AND BEYOND

EMPOWERING YOURSELF TO GO ABOVE AND BEYOND

“I’m thrilled to announce I’ve been appointed Mum’s Power of Attorney,” said no-one ever in the history of sibling rivalry. While many of us end up saying that – well, perhaps not the thrilled part – how many of us know what to expect and why. Addressing the what, a...Read More
HAS YOUR LIFE CHANGED RECENTLY?

HAS YOUR LIFE CHANGED RECENTLY?

The busier we get the more we tend to put off the important things. Often the last subject we want to think about is our will or other estate planning requirements. Living life always seems to get in the way! Sometimes that’s not our fault, especially if there has...Read More
MANAGING AN INHERITANCE

MANAGING AN INHERITANCE

Most of us would rather not think about the death of a loved one, although, like paying tax, it is inevitable. But what happens when you are a beneficiary in a deceased estate? Someone will be appointed to gather the assets of the deceased person pay their debts and...Read More