There is often a lot of confusion about what assets you can and can’t leave as part of your Will and how best to deal with control of certain assets upon passing. I thought I would provide a brief overview of some common oversights and areas that not everyone understands. Joint Assets How you purchase…
If you make up the top 95% of Australians, chances are you are not in a position that allows you to sustain you and your family’s lifestyle if something were to happen to you. One common reason is the belief that we’re invincible. Let’s be realistic for a moment, we all know that’s not true, whether…
You have finished University, working on building your career, keeping fit going to the gym, keeping up your social life going out meeting friends in pubs and restaurants and trying to save for travel. “Budget, Super, Insurance, mortgage, estate planning, haven’t looked at it, I’m too busy can you fix it?” This is a common…
Do you have a small business with a partner or a family owned business and it’s a business that will continue after you have decided to exit or retire? Do you have a succession plan in your business? Somewhere around 70% of small businesses do not have simple agreements in place. Far too often you…
