Australian trust funds are a tax-effective structure used by individuals to protect personal, family, and business assets. However, the process of setting up a trust fund in Australia is complex and involves legal structures, regulations, and tax considerations. This article…
Many people postpone estate planning until the “right time,” which seems to be when the individual feels old enough, and the kids are moving out. While this is certainly an important time to start thinking about estate planning, it isn't…
Estate planning is among the most easily postponed financial planning tasks. Of course, it is never pleasant to think about your death, but that is the essence of estate planning. Lawyers are often involved in the process, so it seems…
Author: Tom Momsen If you’ve read our article on retirement advice and great retirement planning, then you know the importance of estate planning. Estate planning allows you to safeguard your wealth and ensure that your family and loved ones are…
How to leave your legacy the right way Successfully leaving an inheritance requires thought, knowledge and planning to make sure what you leave behind is going to support your heirs rather than hinder their future. We spend our whole lives…
None of us really want to talk about a future illness or injury, but sadly we know it’s a reality for many of us. Being unable to work because of your health situation can mean ZERO income. Whilst workers compensation…
New Year’s resolutions are easy to make but often hard to keep. But there are real benefits to making financial resolutions. Here are some helpful suggestions to get you started. Get Back To Basics If you find it near-impossible to…
As another year draws to a close we reflect on the events and changes we have seen and how life seems to pass by more quickly every year. For those of us approaching or in retirement, it’s a great time…
It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all. If you are going away you no doubt take care to lock the doors and windows, organize for mail…