In part one of our interview series, John Collins of Black Pearl Private Clients joins James Weir to discuss the deeper importance of estate planning—beyond the will. A must-watch for anyone serious about long-term wealth preservation.
Education Series
For goodness’ sake, get a will
Robert Holmes a Court, the legendary Australian businessman, had something in common with Prince, the legendary American musician: they both died without a will. And it caused no end of headaches for their families.Nobody likes contemplating their own mortality, so...
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.