What Could Happen If You Die Without a Will

By Michael Farmer CFP Many people in Australia die without having a Will in place, leaving their assets to “Lady Luck” on how your estate will be distributed. The legal term for dying without a Will is intestate, and here are a few things that may happen once you are no longer alive without one.…

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June 2021 Newsletter

In this issue, Matthew fills you in on the strange effects of COVID-19 on the second-hand car market. Michael shares some great insights on the most tax-effective way of saving to create wealth for retirement. In Finance, Chris discusses what you should do with your investment strategy and why there’s never been a better time to invest in the…

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The 2021 Federal Budget Explained

As we do every year, we have read through the latest Federal Budget papers and are pleased to present a summary of the key points for our clients. Just seven months after the COVID-19 delayed 2020 Federal Budget, the Government last night presented its 2021 Budget. Buoyed by a strong economic rebound despite the pandemic,…

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March 2021 Newsletter

In this issue, Matthew White fills you in on our new SME budget reviewing service and state-of-the-art financial planning software. Michael Farmer shares some good insights and a report on our current economic updates. In Finance, Chris Sedgmen discusses what you should do with your home loan now and how you could qualify for rates…

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