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Posts Tagged ‘personal finance’
Securing Your Legacy with Succession and Estate Planning
February 6th, 2025No matter your family’s asset position, complexity of structures, or business interests – it goes without saying that thorough and effective planning makes a world of difference to day-to-day operations. However, long-term Succession and Estate planning is often given less attention – though it really shouldn’t. Understanding the intricacies of Succession and Estate planning isread more
WA Property Market Update January 2025
February 4th, 2025As the WA Property Market landscape continues to evolve, understanding the trends in sales transactions, property listings, and rental market shifts is vital for anyone considering a property move, whether it be upgrading to a larger home, refinancing to unlock equity, or selling to downsize. Using market data drawn from the latest weekly snapshots andread more
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
Signs of a Good Property Investment
January 15th, 2025Building a property portfolio has long been a popular investment option, and recognising the signs of a good property investment is the key to success. Certainly not everyone who has invested in property gains from it, especially if a thorough review was not undertaken before purchase. To help you narrow down your options, we’ve listedread more
Home Loan Features Explained
December 10th, 2024Home Loan Features - What's on offer, and what are they all about? When searching for the right home loan in Australia, it’s essential to look beyond just the interest rate. Many loans come with additional features that can enhance flexibility, save you money, or help you manage your finances more effectively. These features canread 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
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