According to recent research, approximately 45% of Australians* pass away without a will, or ‘intestate’. The word intestate is derived from the Latin word intestatus meaning a person who passes away without a will. Intestacy may result in inconvenience, delay, and expense during a difficult time in your life having just lost a loved one. Intestacy may occur not only where […] Read more...

When drafting a Will, important consideration needs to be given to who to appoint as Executor or Executors. An Executor’s role is to stand in place of the deceased and they are responsible for the administration of their Estate. Put simply, this means making sure that debts are paid and the assets and possessions are […] Read more...

Whatever your age or stage of life, having an estate plan in place is a must. This is a way to ensure that your wishes are carried out and that your assets are distributed in the way that you want upon your death.  It also reduces uncertainty for your dependants and other family members. Planning […] Read more...

Wealth accumulation can be as simple as putting aside money each week into a high-interest savings account, paying down your debts, or building a diversified investment portfolio inside or outside of superannuation. Does the family home also come into mind when considering your personal wealth? According to the Australian Bureau of Statistics*, owner occupied dwellings are […] Read more...

Distractions are ever present in our daily lives. This may be more so the case than any other point in our history due to the emergence and development of the digital information age. Distractions can take many forms and arise from a diverse range of sources; however, there is often a common thread. A distraction, […] Read more...

Are you likely to receive a tax refund this year? And if so, have you thought how you might spend it? As tempting as it might be to use the money to go on holiday or buy that new TV, it can pay to be a bit more mindful about how you intend to spend […] Read more...

Preparing your individual tax return can be quite involved. There are multiple sections that need to be considered, such as income, deductions, gains/losses, tax offsets, and Medicare levy. One area that can cause some confusion is the deductions section. Whether you prepare your individual tax return yourself or use a registered tax agent, it’s important to get your deductions right, especially if you’re […] Read more...