At some point, every successful family will face a critical question: how do we ensure our wealth is passed down efficiently, securely, and in a way that benefits future generations? Whether it’s a family business, a property portfolio, or carefully built investments, structuring wealth transfer correctly is crucial to preserving its value.
The Now & Next Autumn 2025 edition explores critical financial planning topics, offering expert insights on estate management, intergenerational wealth transfers, and financial support for grandchildren.
Transferring wealth across generations may seem straightforward—assets are passed down, and the next generation continues to build on them.
Roger and Margaret are thinking about retirement, but they’re quick to add ‘not just yet’.
Bill and Maddie are highly qualified busy professionals. Maddie is a senior physiotherapist. Bill is a mechanical engineer studying his Masters.
If you’re thinking of selling your home, using some of the proceeds to boost your super might be an attractive option. We step through the government incentives, things to consider and opportunities for your retirement planning.
On Tuesday 9 May, Treasurer Jim Chalmers handed down the Federal Budget for 2023/24, which was eagerly awaited given increasing cost of living pressures and recent interest rate rises impacting the financial situation of many Australians.
When implementing personal risk insurance, there’s a lot to consider. How much cover is enough? What does it cost? And, when’s the best time to get insurance cover.
