How to stop your grandchildren destroying family wealth
3 February 2020
PLANNING
Only 15 per cent of family businesses survive into the fourth generation: Byron Smith explains how they do it.
PLANNING INSIGHTS
Helping your children buy a home
3 February 2020
PLANNING
Zoe Paterson explains what to consider and ways you can assist children in buying their first home.
Why the world’s millionaires move to Australia
8 October 2019
PLANNING
The land down under is the most attractive destination for wealthy individuals. Zoe Paterson explores why.
A successful exit: how these holiday-park owners did it
1 October 2019
PLANNING
Quentin and Patrice Fletcher tell Ben Hurley how they managed their business sale, setting themselves up for their future life.
A plan for money (and life) after a business sale
12 July 2019
PLANNING
Great at what they do, business owners can get lost and make bad decisions managing a windfall after a sale, explains Ben Hurley.
Seven steps to leave your business the right way
10 July 2019
PLANNING
The life-changing choice to sell a business and move into a new phase of life needs to be carefully managed, explains Ben Hurley.
How ANZ Private helps you exit a business
8 July 2019
PLANNING
Selling a business is emotionally charged. An expert team assisting with the transition can ease the burden, explains Ben Hurley.
For business owners, not making a will creates a world of pain
28 June 2019
PLANNING
At all costs avoid giving the state control of your wealth and business, writes Ben Hurley.
Before a business sale, decisions matter by the millions
21 June 2019
PLANNING
It can take years to prepare a business for sale. Ben Hurley explains that in the lead up, good decisions really matter.
Your three priorities before the end of the 2019 financial year
7 June 2019
PLANNING
You’ve got a few weeks before the tax year is over. Jason Murphy shares some tips to make the most of them.
How to move on from your business with real purpose
30 May 2019
PLANNING
When a business owner’s identity is fused with their business, it makes it harder to successfully leave and embrace their new life.
Honest, early talk is the best start to family business succession
30 May 2019
PLANNING
Talking about family aspirations may be daunting, but avoiding succession planning puts business, and family harmony, at risk.
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.
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.
2018 Articles
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.
Get your end-of-financial-year strategy sorted
June 2018
PLANNING
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.
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”.
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.
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.
2014 - 2017 Articles
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.
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.
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.
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.
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.
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.
The powerful trends shaping your retirement
October 2016
PLANNING
Jason Murphy outlines the fiscal, economic and social patterns determining our post-work life.
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.
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.
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.
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.
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.
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?
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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The information provided is general in nature only and does not take into account your personal objectives, financial situation or needs. Please consider its appropriateness to you before making any investment decisions. It should not be relied upon as a substitute for professional advice. For any product referred to above, ANZ recommends that you read any relevant offer document or product disclosure statement and consider if the product is appropriate for you. For products issued by ANZ, these documents are available at www.anz.com. This document is current as at the date of this publication but is subject to change. The document is provided and issued by ANZ unless another author is specified in the document, in which case it is provided and issued by that author. The views expressed are those of the authors only and do not necessarily reflect the opinions or views of ANZ, its employees or directors. Whilst care has been taken in preparing this document, ANZ and its related entities do not warrant or represent that the document is accurate or complete. To the extent permitted by law, ANZ and its related entities do not accept any responsibility or liability from the use of the information. Past performance is not indicative of future performance and any case study shown is for illustrative purposes only. Neither are a prediction of the actual outcome which will be achieved. Some of this information may have tax implications. We recommend that you seek specialist tax advice on how it may impact your tax obligations, liabilities or entitlements.