Education Series
For goodness’ sake, get a will
Nobody likes thinking about their own mortality, but without a valid will, your assets would be distributed in accordance with state law —not your wishes. Estate planning ensures your loved ones are protected, minimises disputes, and can even reduce tax implications. Here’s why having a well-structured will is one of the most important financial steps you can take.
For goodness’ sake, get a will
Nobody likes thinking about their own mortality, but without a valid will, your assets would be distributed in accordance with state law —not your wishes. Estate planning ensures your loved ones are protected, minimises disputes, and can even reduce tax implications. Here’s why having a well-structured will is one of the most important financial steps you can take.
Shares vs Property: Where Should You Invest $400K?
Investing in shares or property has been a winning strategy over the past decade, but nuances can shape your choice and your returns. How you invest $200K could result in a $500K return difference depending on your appetite for risk—discover more in our latest blog.
What’s this $3m tax on super? Explaining Division 296 tax
As the 2025-2026 financial year approaches, clients are hearing about Division 296—a proposed 15% tax on superannuation earnings over $3M. This blog explains the details, formulas, and worked examples to understand this new tax.
Private assets: higher returns with less risk
Private equity and credit have outperformed their public market equivalents in 20 of the past 21 years, with significantly less volatility.