A super revolution
Welcome to a new world of superannuation. In May this year,
the Federal Budget proposed numerous changes to superannuation.
While most of these laws are yet to pass parliament, if
they go ahead they are set to simplify the system and make
superannuation highly attractive as a retirement savings
vehicle. 
Testamentary trusts
Concerned that your estate will be eaten by taxes instead
of going to your loved ones? Will your relatives face large
capital gains if they inherit your property or assets? Here
we look at a tax-effective vehicle to distribute your assets
– a testamentary trust.
Reversal of fortunes - the
facts behind Reverse Mortgages Reverse Mortgages,
also known as Equity Release loans, are a type of loan whereby
you can release the equity in your home to convert to cash
or income. These may be effective for some people in retirement
to provide extra cash or an ongoing income stream.
The right time for financial
advice
There is a common misconception amongst young people that
they need to be established and earning a significant amount
of money before they can justify seeing a financial adviser.
The truth is – you’re never too young to get
value from seeking advice.
Managing Director’s
Report – The Budget’s long-term impact
The superannuation system is set to simplify. Will Australians
now choose superannuation as their preferred long-term savings
vehicle?
Business seminar - a business
passion meets sound wealth management As a business
owner you’re busy running a business. Do you ever
wonder if it’s all worth it? Are you on the right
track with your personal wealth?
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As at
24 August, 2006 Doc Owner: MKT |
