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PLANNING INSIGHTS

 

Federal budget 2019: super rules eased

3 April 2019

PLANNING

More relaxed rules around superannuation were among the few proposals affecting the wealthy, explains Melinda Livingstone.

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Is your SMSF diversified enough?

19 February 2019

PLANNING

In the face of greater limits, self-managed super fund owners should be working to minimise investment risk.

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How we're dealing with the $1.6M super limit

24 October 2018

PLANNING

Wealthy Australian investors are finding ways to work with the $1.6 million restriction on super savings to get the most from its tax advantages.
 

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Get your end-of-financial-year strategy sorted

PLANNING

June 2018

While you should review your wealth strategy through the year, tax makes June every year the crunch time for financial strategising as the new financial year draws closer.

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Federal budget 2018: tax relief in sight

9 May 2018

PLANNING

The 2018 federal budget has delivered some long-term tax cuts and a range of other measures that “can be responsibly afforded while keeping the budget on track”.

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What to do with a sudden windfall

April 2018

PLANNING

Sudden windfalls, whether from winning the lottery, a significant inheritance or selling a successful business can be overwhelming. This infographic presents four steps to help manage this potentially life changing event.

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5 ways to exit a business

April 2018

PLANNING

Here are some considerations for five ways you can approach the task of exiting a business.

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Focused on building wealth? Don’t forget the risks

December 2017

PLANNING

We’re so focused on creating wealth that protecting it can be a second thought. Think about insurance, estate planning, financial advice, succession planning, and more.

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Why family offices are moving to Australia

November 2017

PLANNING

For the very wealthy, the safety down under is just one good reason to move, writes Jason Murphy.

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Protect yourself from cyber crime

August 2017

PLANNING

Australia is rife with online crime and the pursuit of high-value targets is increasing, writes Jason Murphy. Here are some tips on how to protect yourself. 

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Pathways to Australia for the world's wealthy

June 2017

PLANNING

The Significant Investor visa is only one way for the wealthy to obtain residency, writes Ben Hurley.

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How to sell a business for the right price

May 2016

PLANNING

Successfully selling a family business is all about the groundwork, not the purchase - preparation and advice are essential, writes Jane Olsen.

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Six guiding points to pass on a business

March 2017

PLANNING

Next generational planning? One requirement in handing a business to children is transparency, explains Denise Kenyon-Rouvinez.

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Helping your children buy a home

December 2016

PLANNING

Zoe Fielding explains what to consider and ways you can assist children in buying their first home.

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The powerful trends shaping your retirement

October 2016

PLANNING

Jason Murphy outlines the fiscal, economic and social patterns determining our post-work life.
 

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Family ties and planning your estate

September 2015

PLANNING

Professional estate planning advice can help you ensure the people and causes you would most like to support are recognised in your will.

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Three ways you're outgrowing your insurance

September 2015

PLANNING

The more you have, the more you have to protect. Here we look at three common ways underinsurance can be magnified in wealthy households.

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Newly in control

August 2015

PLANNING

When her marriage broke down, Maria received a substantial settlement that allowed her to build a new life with her two children. What she needed next was professional advice on how to protect it.
 

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Protecting the vulnerable

July 2015

PLANNING

If your beneficiaries are too young or vulnerable to inherit large sums of money, there are ways to ensure you provide appropriate long-term support.

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A mother's will

July 2015

PLANNING

When Sarah made a simple Will before her second marriage, she thought her children would be looked after. Unfortunately one thing was missing.
 

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Your digital afterlife

February 2015

PLANNING

As we increasingly move our lives into the online sphere, our digital estates are growing in size and significance. Do you know what will happen to yours?
 

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Shaping your legacy

30 April 2014

PLANNING

Would your assets end up in the right hands if you passed away suddenly? Steer clear of these common mistakes when planning your estate.
 

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