The essentials of estate planning

Key takeaways Preservation age: this is the earliest age where it’s possible in normal circumstances to access your super Estate planning professionals can assist in structuring the estate plan, navigating tax and any social security implications, ensuring compliance with legal requirements, and addressing any specific concerns or goals Estate planning is not a one-time set-and-forget … Read more

Trusts and the new super tax rules

Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to save for retirement. Unsurprisingly, this has sparked a renewed interest in an old favourite – trusts. Trusts have always been popular in Australia, with the … Read more

First Home Owner Grant (FHOG) – the basics

What is the First Home Owner Grant? The FHOG was introduced by the Federal Government in 2000 to assist first home buyers with purchasing a home. Since then, the rules around it have repeatedly changed. While the FHOG is a national scheme, it’s funded by the states and territories—and administered by each of them individually. … Read more