How death makes partners poorer

Category Archives: Strategic Planning

How death makes partners poorer

DYING is bad for your health, and can also do some unpleasant things to your family’s wealth. While the impact of an unexpected death for young families is obvious, older Australians can also suffer financially on several fronts when their partner dies. Knowing the rules, and how to work around them, is the key to leaving as much money as possible for loved ones. Death […] Read More >

You Don’t Know what you Don’t Know

Self Managed Superannuation

There’s a simple saying I often use: “You don’t know what you don’t know”.  In a roundabout way what this phrase is saying is that making important decisions without getting all the facts can have very long lasting consequences.  There are lots of examples where this rings true.  I can think of my own situation […] Read More >

Some pointers about Succession Planning

Farm Succession Planning

In my 20 plus years in the financial services industry I have noted that very few small family operated businesses have a truly effective succession plan in place that provides direction and security for all concerned. This important aspect is often avoided or dismissed as not being important or something that can always be addressed […] Read More >

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