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Downsizing into Retirement? Here’s What You Need to Know

Downsizing into Retirement? Here’s What You Need to Know

Apr 24, 2024

When approaching retirement, many consider downsizing their homes for various reasons, ranging from financial benefits to lifestyle preferences. However, Australian regulations and tax law can make the downsizing process complex if you don’t plan ahead. This can be a... read more
Estate and succession planning for modern families

Estate and succession planning for modern families

Nov 15, 2023

Navigating complex family relationships and blended families can be challenging at times particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most... read more
7 Things you should consider when making a Will

7 Things you should consider when making a Will

Sep 13, 2021

There is a lot to consider when making a Will. Having a Will is the only way to ensure that your assets will be distributed the way you want. It mitigates potential arguments between your loved ones. More than 50% of Australians DO NOT have a Will or a valid... read more
Estate planning explained

Estate planning explained

Apr 06, 2021

Estate planning is much more than just a will, its about planning for what happens to your assets and affairs after you die. As well as who takes care of your affairs in the event that you lose capacity. Estate planning is an essential part of any financial plan and... read more
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