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Tag Archives: estate planning

Where there is a will, there’s a relative

Working in a trustee company in the past, I saw what happens when estate planning is poorly thought through, executed or simply that there has been no communication between the parties. Too many families are torn apart by poor estate planning, but with a comprehensive estate planning approach, many problems can be dealt with well […]

Thinking of a SMSF, wait and talk to us

A Self Managed Super Fund can be one of the biggest financial decisions that a family may make, over time it has the prospect of becoming a larger asset than the family home, and investment property or a business asset. Planning and designing a SMSF can be one of the most rushed over steps, however, […]