Tax & Estate Tag

7 mistakes families make when building wealth

Wealth is all about building up your asset base.  This is something that I’d argue is vitally important for families, in particular. It’s not just about owning your own home (preferably your ‘dream home’).  It’s about building your asset base to a point where you can start generating passive income to fund sending your kids to the right school and funding your family’s lifestyle well into retirement.  If...

05 November, 2019 / 0 Comments
Don’t have a will? Here’s what you need to know

  This week I want to touch on something I haven’t covered in previous blogs. Nearly half of adult Australians don’t have a will. That’s a lot. If you don’t have a will, that’s certainly no criticism, but more to say that you’re not alone. To be fair, it’s not something that’s really top of mind for your average Joe. And fair enough – no one likes to...

15 October, 2019 / 0 Comments
Pay less tax. Here’s how!

No one likes paying tax. Let’s face it. Actually, I’ll qualify that by saying ‘too’ much tax.  There’s the often bandied about reason for the rich getting richer. To that I’d argue that anyone with a bit of wealth-driven nous is using the laws of the day – legal tax breaks, tax structure et al – to get their taxable income down and use potential return...

11 October, 2019 / 0 Comments

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