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.
3 February 2020
PLANNING
Only 15 per cent of family businesses survive into the fourth generation: Byron Smith explains how they do it.
3 February 2020
PLANNING
Zoe Paterson explains what to consider and ways you can assist children in buying their first home.
8 October 2019
PLANNING
The land down under is the most attractive destination for wealthy individuals. Zoe Paterson explores why.
1 October 2019
PLANNING
Quentin and Patrice Fletcher tell Ben Hurley how they managed their business sale, setting themselves up for their future life.
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.
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.
8 July 2019
PLANNING
Selling a business is emotionally charged. An expert team assisting with the transition can ease the burden, explains Ben Hurley.
28 June 2019
PLANNING
At all costs avoid giving the state control of your wealth and business, writes Ben Hurley.
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.
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.
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.
30 May 2019
PLANNING
Talking about family aspirations may be daunting, but avoiding succession planning puts business, and family harmony, at risk.
3 April 2019
PLANNING
More relaxed rules around superannuation were among the few proposals affecting the wealthy, explains Melinda Livingstone.
19 February 2019
PLANNING
In the face of greater limits, self-managed super fund owners should be working to minimise investment risk.
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.
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.
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”.
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.
April 2018
PLANNING
Here are some considerations for five ways you can approach the task of exiting a business.
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.
November 2017
PLANNING
For the very wealthy, the safety down under is just one good reason to move, writes Jason Murphy.
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.
June 2017
PLANNING
The Significant Investor visa is only one way for the wealthy to obtain residency, writes Ben Hurley.
March 2017
PLANNING
Next generational planning? One requirement in handing a business to children is transparency, explains Denise Kenyon-Rouvinez.
May 2016
PLANNING
Successfully selling a family business is all about the groundwork, not the purchase - preparation and advice are essential, writes Jane Olsen.
October 2016
PLANNING
Jason Murphy outlines the fiscal, economic and social patterns determining our post-work life.
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.
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.
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.
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.
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.
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?
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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