When working with new trade clients on their wealth protection a common theme is the client believes the following two things; “I am already covered if anything should happen to me” “Nothing will happen to me” “She’ll be right” is a very well known Australia saying. I’m not sure who she is but she will […]

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Negativity is a favourite amongst the media and no doubt you will hear much of it throughout the year. Rising interest rates in the US, China’s share market volatility, slow economic growth in Australia, low commodity prices and I’m sure Greece will come to the fore at some point. The share market will in turn […]

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Testamentary trusts are created by a Will to provide a greater level of control over the distribution of assets to beneficiaries. There are also tax advantages available through testamentary trusts, making them an effective estate planning tool.   There are 2 types of testamentary trusts:  DISCRETIONARY TESTAMENTARY TRUSTS Executor gives the beneficiary the option to take […]

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