Insights

In Australia, generational wealth is becoming increasingly important, particularly given the challenges that many younger Australians face when it comes to entering the property market and building their wealth.

The end of the financial year marks the start of tax time but before then it’s beneficial to assess your super contributions in order to maximise your tax benefit and grow your super balance.

While discounts on goods and services are always welcome, they’re even more valued right now as living costs continue to climb. Concession cards for seniors provide significant discounts on medicines, public transport, rates and power bills. 

Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem like a dry and complicated idea for kids to get their heads around. 

What is a testamentary trust, how it works, and can it help with preparing for an Estate Plan. 

It might be tempting, but it may not be the best option for everyone.

A family trust is a discretionary trust, where assets are placed in the care of a third party, the trustee, who manages them on behalf of the beneficiaries.

A salary sacrifice arrangement is also commonly referred to as salary packaging or total remuneration packaging.