Death is never an easy topic to talk about, but planning for it is one of the most important things you can do for your loved ones. A lot of Australians assume that everything will just “work itself out” when they’re gone—but unfortunately, that’s far from...
Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers are well-placed to meet those needs, according to the findings of a new report from...
While estate planning is essential for any parent, it takes on additional significance for the parents of a child with special needs. One of your biggest concerns is probably planning for their future care when you are no longer there to look after them. There is...
NAB has upgraded its property price growth forecasts for 2021 and 2022 in its latest quarterly property report. The bank now expects growth of 22.7 per cent nationally in 2021 compared to its previous forecast of 18.5 per cent, on the back of stronger-than-expected outcomes in...
Q: What is the best way to proceed after retirement? I wish to move out of my house on a small acreage and succeed it to my daughter and her partner, while I live in my motorhome and use a shed on the property as...
Clients have many misconceptions around their superannuation and this can impact on how they plan for the future. The right questions can prompt a broader conversation on the benefits of estate planning. Many clients naturally assume that their superannuation will be paid in accordance with their...
If you're wondering who'll get the home you're currently living in, the car, or boat if you have one, we answer some of the commonly asked questions, so you're across your rights and responsibilities. If you’ve recently split from your partner or are simply wondering what...
What is the difference between an executor of will and power of attorney? Let’s discuss their roles and why they are both important tools in estate planning. None of us wants to think about it, but someday we will no longer be in control of our...
Should you create a will or a trust? Learn about their differences to know which is the best option for your estate planning. Do you need to create a trust or a will? Deciding which one will work best for you is a decision that should...
When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super can...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares. 
