Your role has been made redundant. What happens next?
In an everchanging workplace, role redundancy can happen for many reasons among the more common is a company restructure, introduction…
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Category: Financial Planning
How to avoid ‘Super’ taxing your beneficiaries
When you look under the hood of your super fund, you’ll find a portion of the balance is the ‘tax…
Divorce, re-partnering and personal wealth
The financial impact of a relationship breakdown or divorce can be significant. Matrimonial money and assets are split and one…
Let’s talk about Tax and its role in financial planning
While tax is a leading area of advice for accountants, it also exerts its considerable influence on financial planning. The…
Family Wealth Transfer what you need to know
The Government’s Productivity Commission released a report in recent years that indicates approximately $3.5 trillion [1] in family wealth will…
ESS: The trouble with having all your financial eggs in your employer’s basket
Executives who hold all or a significant proportion of their wealth in their executive share scheme (ESS) may find themselves…
Making the switch from executive to consultant
If you’re thinking about making the switch from executive to consultant, there are important personal financial planning strategies, in addition…
Multiple jurisdictional financial, tax and legal footprints
In the wake of the global shutdown, executives are now increasing their movement in and out of Australia, and this…
Offset Account: Reduce your home loan interest and possibly tax
The recent rise in interest rates has many people looking closely at their home loan. Whether you are thinking about…
Act NOW to avoid paying more tax than you should
June 30 is just three short months away, and planning now will allow you the time needed to implement financial…