Family Wealth Planning Why investing in your child’s name can result in tax of up to 66% Building a financial head start for a child or grandchild is a wonderful goal. But the seemingly obvious approach, investing directly in their name, can create a surprisingly costly tax outcome. Many families put money aside for school…
The little-known tax trap when investing for children Read More »
Retirement planning A valuable property can build wealth, but its market value alone does not guarantee reliable and flexible retirement income. For many Australians approaching retirement, investment property has been a cornerstone of wealth creation. It may have delivered years of capital growth. It may feel secure, familiar and tangible. On paper, it may make…
Is Your Investment Property Funding Your Retirement, or Holding It Back? Read More »
Retirement Planning Five Retirement Checks Worth Making Before a Big Decision Is Made for You Retirement planning is not simply about reaching a number. It is about having confidence that your money can support the life you want to live, through changing markets, changing circumstances, and the years ahead. For many people approaching retirement, the…
Five Questions That Can Bring Clarity to Your Retirement Plan Read More »
