Legal
Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home
18 April
Transitioning into a retirement home is a significant life decision that involves careful planning and consideration. As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]
Reasons why early estate planning is crucial
11 April
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a...[Read More]
Ways to help your child with buying their first home
7 March
In today’s economic climate, it’s increasingly common to help your child with their first home. In this article, we’re going to look at three options to help you do this. Why not take a look at the pros and cons of each and choose the...[Read More]
When should you start thinking about Estate Planning?
20 December
With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]
Taxpayers cop fines after using unregistered tax agent
13 December
An unregistered tax accountant exposed her clients to fines and unexpected tax bills after unlawfully lodging hundreds of returns filled with dodgy deductions. Perth-based Jessa Van Stroe, who is also known as Jessa Layola, was not registered with...[Read More]
Navigating the Emotional and Financial Aspects of Inheriting Wealth
16 November
Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]
The importance of personalised advice in navigating ambiguous information
31 August
In an era saturated with information, the need for personalised advice tailored to an individual’s unique financial situation is paramount. Whether it’s in the business world, investment markets, or personal finance, we are bombarded with advice...[Read More]
Family Law – a complex and stressful journey
20 July
Family law encompasses a wide range of legal issues, including divorce, child support, and custody, and navigating through these matters can be an intricate and emotionally challenging experience for all parties involved. In Australia, family law...[Read More]
The Trouble With Being the Executor of an Estate
13 July
Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]
How a testamentary trust can be used for wills and estates
15 June
The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]