partners for life
News
How to Avoid a “Boating Accident” – Crypto Assets and Estate Planning
May 23rd, 2025Cryptocurrency and other digital assets have changed the way people invest and store wealth, but it also presents unique challenges when it comes to estate planning. Unlike traditional assets, crypto assets are decentralised, requiring private keys or passwords for access. Without careful planning, beneficiaries may struggle to retrieve these digital assets, leading to substantial losses.read more
Investment Markets Update – May 2025
May 21st, 2025As we approach the halfway point of 2025, investment markets around the world are navigating a delicate balance between optimism and uncertainty. Geopolitical events, central bank policies, and inflation data are combining to create a complex market environment. For Australian investors, understanding how these developments shape portfolios is more important than ever. Here’s an overviewread more
How to Grow Your Business – Five Key Focus Areas
May 14th, 2025For the vast majority of business owners, the goal for the first few years is to achieve stability – predictable cashflow, a steady stream of customers and new business, and certainty around the future. Once things have stabilised, some take a breather and rest on their laurels. Others look to take active steps towards buildingread more
First Home Owner Stamp Duty Concessions Extended
May 7th, 2025Buying your first home is one of life's biggest milestones, but high upfront costs — particularly stamp duty — can put a damper on the excitement. Good news for Western Australians: the State Government has announced changes to the First Home Owner Stamp Duty Concessions, making it easier for first home buyers to get intoread more
2025 UPDATE: New UK State Pension Top-Up Rules
May 1st, 2025Over recent years, eligible UK expats and Aussies that worked in the UK had been granted additional time to top up their UK State pension entitlements, with the deadline on rules impacting the amount able to be topped up initially slated for 5 April 2023 and subsequently pushed back to 31 July 2023. The significantread more
WA Property Market Update April 2025
April 30th, 2025With the Reserve Bank’s recent interest rate cut, strong economic performance here in WA, and continued population growth, April 2025 has brought a mix of opportunity and complexity to the property market. From the surging investor interest in residential property to the evolving demand for premium office space, Western Australians are watching the market withread more
Equipment Finance – EOFY Deductions Await!
April 23rd, 2025As the end of financial year (EOFY) approaches, Australian business owners are presented with a strategic opportunity to enhance their operations and optimise their tax position through equipment finance. Financing new equipment or vehicles is not only a pathway to modernising and increasing the efficiency of your business but can also provide significant tax advantagesread more
Market Volatility Update – April 2025
April 14th, 2025As you may have observed recently, investment market volatility and global uncertainty have again come to the forefront, putting many investors on edge. We want to take this opportunity to provide you with important context, highlight recent global developments, and reinforce the importance of focusing on long-term investment fundamentals during periods like this.read more
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today