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Latest News

EP July (13)

Family Trusts for wealth creation

While the ATO continues to crackdown on tax minimisation strategies, quite a few legal pathways to paying less tax while preserving wealth for retirement or estate planning purposes still exist.

28 Mortgage vs. superannuation

Mortgage v Superannuation

Deciding whether you should prioritise paying off your mortgage or boost your superannuation balance is an important decision and there are many factors that should be taken into consideration. The first thing that you should think about is how likely it is that you will want to access the money before your retirement. If you have funneled your extra cash… Read more…

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Testamentary trusts – an overview

A testamentary trust is an effective estate planning tool that can provide greater flexibility when it comes to protecting assets and minimising tax when distributing assets to beneficiaries. Testamentary trusts are established through an individual’s Will that do not come into effect until the individual has passed away.  The trust outlines a structure whereby assets are managed by appointed trustees… Read more…