Testamentary Trust advice for Ashley
After the recent loss of her parents, Ashley inherited assets that were received through a Testamentary Trust. She’d never dealt with a trust before and was unsure how it worked, what restrictions applied, or how it could help her reach her long-term goals. She came to us for clear guidance and a financial plan that respected the Trust’s […]
When structuring matters
Picture this – you are about to pay off your mortgage, you and your partner are keen on buying an investment property to keep growing your wealth, and you’ve heard that you could buy a property in a Family Trust, a company, or even an SMSF. How do you choose, how do you know what […]
How Sarah Boosted Her Superannuation with Catch-Up Contributions
This case study is for illustrative purposes only and does not constitute personal financial advice. Please speak to a licensed adviser to assess your individual circumstances. Client Profile The Situation Sarah had taken time out of the workforce in her 40s to care for her children and work part-time. As a result, she hadn’t always […]
Why Estate Planning for Superannuation Matters, Especially for Non-Dependants
This case study is for illustrative purposes only and does not constitute personal financial advice. Please speak to a licensed adviser to assess your individual circumstances. When Olivia’s father, John, passed away at 74, she expected his superannuation to be part of his estate. What she didn’t expect was the significant tax bill that came […]
