estate-planning

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Tue Jul 28 2026

Written For The Australian - Trusts wealth crackdown creates double taxation trap – your new options

#in-the-media #trusts #estate-planning #wealth-accumulation #uncertainty

Tue Jul 7 2026

Written For The Australian - A potential trust tax loophole that’s survived Canberra’s ‘death tax’ U-turn

#in-the-media #trusts #estate-planning #family #aged-care #wealth-accumulation

Wed Feb 18 2026

Written For The Australian - How wealthy retirees can legally sidestep the new super tax

#in-the-media #superannuation #retirement-planning #self-managed-super-fund #wealth-accumulation #estate-planning

Sun Nov 2 2025

Written For The Australian - The financial risk that often is overlooked in retirement

#in-the-media #retirement-planning #estate-planning #insurance #power-of-attorney #aged-care

Thu Oct 23 2025

Written For The Australian - Super death benefit rules mean singles can’t choose a beneficiary

#in-the-media #superannuation #estate-planning #retirement-planning #family

Wed Oct 15 2025

Written For The Australian - Family trusts in Jim Chalmers’ sights after super tax backflip

#in-the-media #superannuation #trusts #wealth-accumulation #estate-planning

Wed Sep 17 2025

Written For The Australian - Dollars & Sense: Solving the family home, aged care and super equation

#in-the-media #aged-care #retirement-planning #superannuation #estate-planning #centrelink

Thu Aug 21 2025

Written For The Australian - Inheritance battles: stepchildren face hurdles in will contests

#in-the-media #estate-planning #second-marriages #family #property #aged-care

Wed Aug 20 2025

Written For The Australian - Dollars & Sense: Can I use a super recontribution strategy at 75?

#in-the-media #superannuation #retirement-planning #estate-planning #investment-property #contribution-limits

Tue Aug 12 2025

Written For The Australian - Divorcing couples using cryptocurrency to hide assets

#in-the-media #crypto #family #assets #estate-planning

Thu Jul 17 2025

Written For The Australian - Son loses mother’s super to stepfather despite court challenge

#in-the-media #superannuation #estate-planning #second-marriages #family

Thu Jul 10 2025

Written For The Australian - Wealthy Australians outsmart Labor’s new $40bn super tax

#in-the-media #superannuation #self-managed-super-fund #estate-planning #wealth-accumulation #contribution-limits

Fri Jun 6 2025

Written For The Australian - New super tax creates new headaches for advisers and their clients

#in-the-media #superannuation #self-managed-super-fund #retirement-planning #estate-planning

Thu May 22 2025

Written For The Australian - Buying your dream property overseas can be done – just don’t forget the ATO

#in-the-media #property #investment-property #investment #estate-planning

Fri Mar 14 2025

Written For The Australian - Financial abuse the hidden problem with self managed super funds

#in-the-media #self-managed-super-fund #superannuation #family #estate-planning

Fri Feb 21 2025

Written For The Australian - Grandparents often foot the bill for private school fees but there are options

#in-the-media #family #estate-planning #retirement #wealth-accumulation #investment

Thu Oct 24 2024

Written For The Australian - The trap for couples hidden within the new super tax on balances over $3m

#in-the-media #superannuation #estate-planning #self-managed-super-fund #retirement-planning #contribution-limits

Fri Sep 20 2024

Written For The Australian - Why hunting your lost super is a worthwhile pursuit

#in-the-media #superannuation #retirement-planning #estate-planning #wealth-accumulation