Worried about your family’s future after you’re gone? A testamentary trust might be the solution. Learn how this estate planning tool can provide tax advantages and protect your assets for your beneficiaries, ensuring your wishes are honored.
Talking about sensitive topics like finances, estate planning, and aged care with elderly relatives can be difficult. This article provides guidance on how to approach these important conversations, ensuring everyone’s wishes are respected and providing peace of mind for the entire family.
Index funds have gained popularity due to their low fees, tax efficiency, and reliable returns. This article explains what index funds are, their advantages and disadvantages, and why you should consider speaking to your financial planner about them.
Can you really get rich quickly? This article explores various legal and illegal investment opportunities promising big returns in a short time, detailing the risks involved and the importance of seeking professional advice.
Discover how women are transforming the investment landscape. This article explores the rise of female investors, their unique approach to portfolio building, and the support networks helping them succeed in the financial world.
This article explains the factors that drive interest rates, including the roles of the RBA, APRA, and external economic influences. Learn how these factors impact your mortgage and financial planning decisions.
With Australian households being one of the most indebted in the world, this article explains six key steps to quickly get your cash flow back in the black. Learn how to manage your debt effectively and build a more secure financial future.
With housing prices soaring and mortgages growing, have you considered what may happen when interest rates increase? This article discusses how even a small rise in interest rates can impact your budget and what steps you can take to prepare yourself financially.
This article follows the journey of a grieving daughter, Judy, as she navigates the complex process of sorting out her mother’s estate and utilizing her substantial inheritance. From legal requirements to financial planning, discover how Judy manages to turn a challenging situation into a pathway to future security.
Get ready for the end of the financial year with these handy tips and opportunities. Ensure you make the most of your super contributions, manage your tax, and plan ahead for the new financial year.
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