Maximising Financial Opportunities: Strategic Year End Planning for Executives
As the end of the financial year quickly approaches, high-earning executives should consider engaging in strategic financial planning. This period…
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Category: Financial Planning
Navigating Death and Taxes: What Happens After You Pass?
Estate planning often brings with it a cloud of uncertainty, especially when it comes to the financial legacy we leave…
Retiring overseas? What you need to know before you go.
Retiring overseas to some exotic location where the coffee is good and the lifestyle idyllic, not to mention cheap, is…
Stage 3 Tax Cuts gifting $4,500 to $190,000 earners
The Albanese Government’s changes to Stage 3 Tax laws have now passed through the Senate effectively gifting $4,500 per year…
Mind the Wealth Gap!
Despite having very high earnings, many executives have a wealth gap that has the potential to adversely affect their financial…
Women and wealth in Australia
When it comes to women and wealth, a recent report by a leading financial institution* revealed a number of interesting…
Set for life thanks to redundancy windfall
In recent months there has been an increase in redundancies across a range of business sectors. With many executives enjoying…
Gen Y Executives – Australia’s emerging affluent
A leading financial services firm has revealed Australia’s ‘emerging affluent’ control an estimated $2.2 trillion in household wealth, which comprises…
Non-concessional super contributions can boost your wealth
High earning executives with surplus cash have options. While spending it on travel, cars and jewellery can be fun, if…
Should you keep or close your offset home loan structure when it’s fully offset?
If you’re using a home loan offset account, you’ll be aware that surplus cash deposited into it reduces interest payable by ‘offsetting’…