Reasons why early estate planning is crucial

11 April

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all.   However, estate planning should begin as early as possible to ensure a...[Read More]

Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home

18 April

Transitioning into a retirement home is a significant life decision that involves careful planning and consideration.    As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]

Ways to help your child with buying their first home

7 March

In today’s economic climate, it’s increasingly common to help your child with their first home.   In this article, we’re going to look at three options to help you do this.   Why not take a look at the pros and cons of each and choose the...[Read More]

Essential Checklist: Preparing for Your Will Drafting Session with a Lawyer

22 February

Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth...[Read More]

Some reasons why you should discuss inheritance planning with your family

25 January

While most people write wills, very few families discuss inheritance. Parents avoid discussing inheritance planning with their children due to the subject’s sensitivity. However, avoiding the conversation does more harm than good. For example,...[Read More]

Family Law – can be a complex and stressful journey

18 January

Family law encompasses a wide range of legal issues, including divorce, child support, and custody, and navigating through these matters can be an intricate and emotionally challenging experience for all parties involved. In Australia, family law...[Read More]

Deductible Gift Recipient (DGR) Registers Reform – new law coming into effect

3 January

The ATO will administer and oversee Deductible Gift Recipient (DGR) endorsement for 4 unique DGR categories.   From 1 January 2024, the Deductible Gift Recipient (DGR) Registers Reform new law comes into effect, transferring administrative...[Read More]

When should you start thinking about Estate Planning?

20 December

With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]

Taxpayers cop fines after using unregistered tax agent

13 December

An unregistered tax accountant exposed her clients to fines and unexpected tax bills after unlawfully lodging hundreds of returns filled with dodgy deductions. Perth-based Jessa Van Stroe, who is also known as Jessa Layola, was not registered with...[Read More]

Government takes action on ‘help to buy’ housing laws

29 November

Thousands of Australians seeking to buy a home will soon get assistance with laws due to go to federal parliament. The “help to buy” laws to be introduced this week will support 40,000 eligible home buyers with an equity contribution of up to 40...[Read More]

Insurance coverage designed to keep families financially protected

23 November

Protecting one’s family is a vital aspect of parenting, and every parent has their own unique ideas about what it means to keep their loved ones safe. As a parent, you feel the need to protect and keep your children safe, especially in the early...[Read More]

Navigating the Emotional and Financial Aspects of Inheriting Wealth

16 November

Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]

Ask yourself these 5 things before buying life insurance

19 October

Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]

How you can help your child with buying their first home

12 October

In today’s economic climate, it’s increasingly common to help your child with their first home. In this article, we’re going to look at three options to help you do this. Why not take a look at the pros and cons of each and choose the one...[Read More]

Farm Succession Planning: Balancing Financial and Emotional Aspects for Generational Transition

28 September

The Challenge Facing Farm Owners  The complexity of farm succession planning extends beyond mere financial transactions. For farm owners, navigating the transition of a generational asset such as a farm is both an economic and emotional endeavour....[Read More]