In these modern times, when technology often replaces traditional methods of record-making, it’s not surprising that video Wills are being considered for those wanting to express their wishes when they…
Executive Share Schemes (ESS) have inherent complexity which is exacerbated when an employee has unvested performance shares and then has their position made redundant or takes a voluntary redundancy.
Managing workplace relations is challenging at the best of times, and now with the added pressure of changeable workplace requirements caused by COVID and made worse by the increased infectious…
No one likes to feel left in the dark when it comes to their financial security. However, the reality for most couples, particularly those in higher income brackets, is that…
In many workplaces, disruption caused by COVID has led to chaos, while others have remained (relatively) calm. Despite the nature of the pandemic, it’s been the quality of communication, policies…
The past 18 months has caused many executives, professionals and business owners to question what really matters. In discussions we’re having with clients, they are reassessing what’s important and raising…
Negotiating and entering into contracts is all part of a day’s work for executives and business owners. Nevertheless, there can be a lot at stake financially and the decisions made…
There’s so much to do when establishing a business, it’s enough to make your head spin. In my experience having established several new ventures over the years, investing in professionals…
It’s common for career executives to arrive at a cross-road in their professional life when their knowledge, experience and expansive network of contacts are such that they consider going into…
Recent headlines have suggested this year’s Federal Budget has something for everyone in it, so what does it have in it for executives?
For high earning executives who are returning from an overseas posting, your treatment of tax including foreign tax obligations is indelibly tethered to your personal prosperity. Understanding how tax is…
If you have surplus cash, you might be wondering what to do with it. Your options might be to contribute to your super fund, pay down your mortgage or maybe…
Wealth creation is a lifelong process that involves leveraging current financial resources with investment strategies that aim to provide returns that can fund current and future needs. But that’s not…
The differences that can save you money & TAX! The lending terms, home loan redraw and offset account, are often misunderstood. Mostly, because both arrangements allow borrowers to make extra payments toward their home…
Testamentary & Super Proceeds Trusts for Professionals & Executives Estate planning is about ensuring (when you’re no longer here) your assets are distributed to those you care about most and…