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Most people think of superannuation as a tax-favoured way of saving for your retirement. For employees, it is compulsory. For self-employed people, it is optional. For everybody, it is a great

As the name suggests, a self-managed super fund is one that the members manage for their own benefit. Self-managed super funds (SMSFs) are one of the most popular ways for Australians

Tax planning means managing your financial affairs such that the amount of tax you pay is minimised as much as legally possible. The idea is that you pay all the tax

Investing means becoming wealthier by buying and sometimes selling assets that provide income while you hold them and capital when you sell them. There are two ways to invest and three

We love running our own business. We expect you do too. But running a successful business is not for the faint hearted. It can be complicated, and the impact of getting

Everybody wants to retire as comfortably as possible. It is never too early to start planning your retirement. For younger clients, retirement might be a little in the background, as we

We think property is probably the most important part of your wealth management strategy. This is because it is hard to become financially secure without owning at least one property. If

Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not

Entering the aged care system is often a difficult time for many families. We, or someone we love, face the prospect of a loss of independence. It can all be very