INDEPENDENT FINANCIAL ADVICE

Generalist legal skills are important for lawyers wanting to succeed in the Asia-Pacific market, a group of Perth law students has heard....

Although Munjed Al Muderis has travelled to the United States more than 20 times during his career, the renowned surgeon has faced...

Go east, expatriates looking to make the big bucks. Mumbai, India's financial, commercial and entertainment capital, tops global rankings...

Expat Sasha Vasiljkovic is about to put his property in the Melbourne suburb of Williamstown on the market. He doesn't want to sell but...

We will start this blog with a question. When you spend money, how often do you ask yourself what you won’t be buying as a result of your...

Not all debt is the same. Even if the interest rate is. One of the main differentiators between debt is whether or not you can claim a...

Financial planners divide debt into two types: deductible debt and non-deductible debt. Deductible debt lets the borrower claim a tax...

2017 is drawing to a close and we wish you all the very best good fortune of the season. Thank you for being part of our journey in 2017....

This week we continue our theme of inter-generational financial planning. We turn our attention to the very young members of your family....

Marriage automatically revokes a will, unless the will specifically contemplates the marriage and names the intended spouse. So, if you...

Superannuation is an area that is often forgotten or misunderstood in the estate planning process. A super fund member cannot just sign a...

Being self-employed requires an entirely different ‘mindset’ to being an employee. In our own experience, and in our observations of...

Superannuation really is super. Super lets you pay less tax and boost your retirement savings, all in one go. We really like it and we...

2017 has meant a major change that affects recipients of benefits such as the aged pension. When a person receives the aged pension,...

As we have said before, we like to wait a few weeks before going to press with our thoughts about the annual Commonwealth Budget. This...

Changes to superannuation from 1 July 2017 You probably know the Commonwealth Government hands down its annual budget in early May each...

A few years ago, a fellow adviser with good links to health providers was referred a client in his mid-thirties who had experienced a...

You have probably heard the term ‘positive gearing.’ It is a similar concept to negative gearing, which is certainly in the news a lot...

Gearing is the name we use whenever we borrow to make an investment. An investment financed with debt, at least in part, is sometimes...

As any business owner knows, there are ways to express the cost of anything: before tax and after tax. And as any successful business...