Estate Planning is important in ensuring that your wishes are met both during your lifetime, and after your death. Your Estate Plan ensures that upon your death, your assets will be managed and transferred in the most financially efficient and tax-effective way to the people you wish to benefit.
An Estate Plan includes:
Your assets may include property, shares, superannuation, insurances or valuables.
In short, an Estate Plan formalises your wishes in writing, and ensures there is no uncertainty on how you would like your assets handled.
As accountants & financial advisors we are best placed to truly understand your personal and business structure to discuss with you your wishes, identify tax efficient strategies for your estate planning, and ensure this is all correctly articulated to a lawyer so that your Will truly reflects your intentions.
How will the proposed 30% tax on super earnings above $3m work?
Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and secure your financial future.
27 July 2023 // 12:30-1:30pm
(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values and have a positive impact on the world.
21 June 2023 // 12:30-1:30pm
Many people believe that if they have a valid Will they also have an estate plan, but this is not so. While a Will outlines where the deceased individual's assets will be distributed, it does not include various other documents and directives that are available.
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how to get the most value for your money.
30 March 2023 // 12:30pm
Gen Z, it’s time to level up your financial literacy. This is the stuff that you didn’t learn in school. Get ready to learn the ins and outs of budgeting, saving, and investing in a way that’s relevant to where you’re at right now.
With over $13 BILLION dollars in unclaimed super across Australia, it’s evident that many are not even really sure on how super works. Our expert financial advisors want to give you back control over your money.
You’ve worked hard for what you have – it’s time to protect it for the next generation.