by admin | Mar 1, 2022 | Business Planning, Estate, Family, Lifestyle, Superannuation
A Will is a key document in your estate plan, but it’s not just a case of recording who gets what. Different assets may require different management. The executor of your estate is appointed in your Will and becomes the manager of your assets. The executor’s job is to...
by admin | Feb 14, 2022 | Business Planning, Estate, Family, Investing, Lifestyle, Tax
The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most tax-effective way. There is no ‘one-size-fits-all’ type of trust. The trust you use depends...
by admin | Jan 4, 2022 | Budgeting, Business Planning, Economics, Investing, Lifestyle, Superannuation
A client who runs his own dry cleaning business came to see me last week. Barry was in a bit of a state. He told me it had suddenly dawned on him he was getting closer to retirement and had been reading all these stories in the paper about how much a person needed to...
by admin | Nov 17, 2021 | Budgeting, Business Planning, Economics, Lifestyle
The increase in home-based businesses has been monumental in the past decade with now almost one million Australians earning an income from home. The types of businesses that can be operated from home are only limited by imagination; just as the reasons for this...
by admin | Nov 17, 2021 | Budgeting, Business Planning, Economics, Tax
Want to be your own boss but not sure where to start? Some people’s dream is to nurture a business idea through to success. Calling the shots, working their preferred hours and achieving financial independence fires their dream. Many people have a great idea but are...
by admin | Nov 12, 2021 | Business Planning, Insurance
Owning a business has its distinct advantages. Choosing your work hours and being able to make decisions for your own future are just two, but this higher level of freedom takes a back seat when things go wrong… and as any business owner knows, things can and do go...
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