by admin | Aug 16, 2022 | Estate, Family, Investing, Lifestyle, Superannuation, Tax
It was the overwhelming silence that hit Judy, the first time she visited her family home after her mother’s passing, and with that thought, the slow, deepening realisation that she was going to have to cope with a lot more than the heart-breaking grief. As she sat...
by admin | May 19, 2022 | Economics, Family, Federal Budget, First Home, Housing, Lifestyle, Superannuation
The Election on Saturday sees the LNP and ALP hungry for First Home Buyer votes Both policies are extremely different to each other and we will look at them in due course, but first I wanted to take the time to recap the policies that are currently available for...
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 | Mar 1, 2022 | Estate, Family, Health Care, Insurance, Lifestyle
It’s the middle of the night and you’re jolted awake by extreme pain in your chest. You feel like the life is being crushed out of you and immediately realise you’re having a heart attack. Your partner frantically calls 000 and as you lay clutching your chest waiting...
by admin | Feb 16, 2022 | Economics, Family, Federal Budget, First Home, Housing, Insurance, Lifestyle, Retirement, Superannuation, Tax
First change we have is the Removal of the work test for NCCs and Salary Sacrifice. This means that clients aged between 67 and 74 will no longer have to meet the work test to make Non-Concessional Contributions (including using the bring forward rule, where all...
by admin | Feb 14, 2022 | Estate, Family, Insurance, Investing, Superannuation, Tax
Although death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by legal personal representatives (LPR) such as the administrators and executors of deceased estates. Benjamin Franklin once famously said...
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