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Posts Tagged ‘financial planning’
Planning for Your Desired Retirement Age in Australia
January 17th, 2025Planning for Your Desired Retirement Age in Australia Retirement marks a significant milestone in life, symbolising the culmination of years of hard work and the beginning of a new chapter. For many Australians, understanding the age at which they can retire—and how to prepare for it—is essential to achieving a fulfilling and secure future. Thereread more
The UK Budget & Your Pension Transfer to Australia
December 4th, 2024Have you transferred your UK Pension to Australia yet? The latest UK Budget may have just added another compelling reason to get the pension transfer process started as soon as possible… The recent UK Budget introduces significant tax implications for UK pension holders, especially those considering a transfer to Australia. With the UK's need toread more
Is a Self-Managed Superannuation Fund (SMSF) Right for You?
November 26th, 2024Is 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, 2024For 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, 2024Investment 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
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
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
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