Estate Strategies for Mixed Families: Ensuring Fairness Across All Relationships
As business leaders and executives, you manage a myriad of responsibilities daily, and while you might recognise the importance of…
Read post
Tag: wealth planning
Empowering Your Family for Future Financial Success: A Guide for Executives
For high-earning executives, creating wealth is just the beginning; safeguarding it and ensuring it can be managed effectively across generations…
Unlocking the Full Potential of Superannuation: Beyond the Basics
For high-income executives, superannuation offers a unique opportunity to grow wealth in a tax-effective environment. While many are familiar with…
Leveraging ESS for Super Contributions: A Strategic Approach for Executives
When shares from an Employee Share Scheme (ESS) vest, executives face a critical decision: what to do with the vested…
The Power of Offset Accounts: Financial Flexibility for High-Earning Executives
For high-income professionals in competitive sectors, managing substantial assets and navigating complex financial landscapes are part of the daily grind.…
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…
Estate planning considerations for executives if your spouse was to die before you
While executives are usually well advised on matters of asset protection and estate planning, there are situations when their spouse’s…
Act now to make your super contributions count this financial year
When it comes to superannuation, the Government seems to enjoy moving the goal posts from year to year. Even though…