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Posts Tagged ‘wealth creation’
Navigating Retirement Costs with the Latest ASFA Retirement Standard
September 13th, 2024As you plan for retirement, understanding the financial requirements for your desired lifestyle is crucial. The ASFA Retirement Standard has been the go-to resource for exactly this purpose for 20 years, offering detailed guidance on the costs associated with modest and comfortable retirements. This standard not only helps individuals and couples plan financially but alsoread more
Harmony & Prosperity: Managing Wealthy Family Dynamics
August 23rd, 2024Managing the dynamics within a wealthy family can be complex and challenging, especially when significant wealth and business interests are involved. High-net-worth (HNW) families often face unique issues that can lead to conflicts if not properly managed, potentially putting assets – and more importantly, relationships – at risk. The good news is, despite the potentialread more
A Guide to Moving Assets Into and Out of Australia
August 9th, 2024Australia is one of the best places to live. Speaking as a migrant, the quality of life is second to none, with amazing beaches, weather and a lifestyle to match. Not only does Australia offer an incredible lifestyle but it also provides a world class healthcare system, economic stability and abundant opportunity. It is noread more
WA Property Market Update July 2024
July 31st, 2024Welcome to the July 2024 WA Property Market update. As we enter the second half of the calendar year, there are a number of noteworthy economic factors influencing both the residential and retail property sectors across WA. Affordability, house values, rental prices, and the cost of retail spaces for businesses are all hot topics, andread more
Should You Pay Down Debt or Increase Your Super Balance?
July 2nd, 2024For Australians with a home loan, or other significant debt, to pay it down and watch your loan balance gradually reduce is a well-trodden path. So, too, is seeing your superannuation balance gradually increase as your employer makes contributions. But where does that leave us in 10, 20, 30+ years from now? Those with cashread more
Protecting your Family’s Wealth
June 14th, 2024Protecting your Family’s Wealth... We all care deeply about the health and prosperity of our family. Beyond material wealth, a thriving family is built on the pillars of physical well-being, strong relationships, and shared values. Ensuring future generations enjoy these benefits involves careful planning and the implementation of robust financial strategies. Understanding asset protection Whereread more
How Investment Property Gives You Tax Back
June 4th, 2024Sometimes, the path to financial independence can feel like a never-ending cycle of earning, saving, and spending, with tax time thrown in for good measure to add a few more hurdles. So how do you get out of the rut and realise the financial and lifestyle aspirations you have for yourself and your family? Investmentread more
Is Your SMSF Investment Strategy Sufficiently Diversified?
April 30th, 2024When was the last time you reviewed your SMSF investment strategy? If it’s been a while, make sure you have a look – the Australian Taxation Office (ATO) went on the front foot a few years ago, sending letters to over 17,000 SMSFs that hold greater than 90% of their total investments in a singleread more
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