Father and mother laying next to their newborn baby on a bed
A Will to give As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Read more
Dad walking with child, holding hands at sunset
Sowing the seeds of succession Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. Read more
Long empty road ahead
The road ahead for shares Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility. Read more
Two women climbing up stairs outside
Budgeting for success in 4 easy steps With all eyes on the Federal Budget and balancing the nation’s books, it’s a good time to review your personal balance sheet. If it’s not as healthy as you would like, perhaps it’s time to do a little budget repair of your own. Read more
Older couple image figure
Sharing super a win-win for couples Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less super than men. Read more