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Posts Tagged ‘wealth’

Is a Self-Managed Superannuation Fund (SMSF) Right for You?

November 26th, 2024

Is a SMSF right for you? Managing your own superannuation through a Self-Managed Superannuation Fund (SMSF) can be a rewarding yet challenging decision. With over one million Australians already managing their super through SMSFs, it's vital to weigh up the advantages and risks to determine whether it aligns with your financial goals. What Is anread more

Maximising Wealth: How a Family Office Structures and Manages Major Transactions

November 1st, 2024

For high-net-worth families, wealth management isn’t just about protecting assets, it’s about making strategic decisions that foster long-term growth and sustainability. A family office serves as a centralised structure, allowing affluent families to take control of their wealth, family succession and philanthropic goals. Whether it’s capital investment, managing private equity, or acquisitions, a family officeread more

Investment Scams in Australia

October 16th, 2024

Investment scams are becoming increasingly prevalent and devastating in Australia, costing $1.3 billion last year alone. Though they may not occur as frequently as other types of scams, the financial losses are often substantial. Scammers are becoming more sophisticated, exploiting new technologies and financial trends to lure victims. Crucially, there are steps you can takeread more

Navigating Retirement Costs with the Latest ASFA Retirement Standard

September 13th, 2024

As 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, 2024

Managing 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, 2024

Australia 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, 2024

Welcome 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, 2024

For 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

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