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Life by design,
not by chance
Investments & Wealth Creation
Having a strategy in place can provide you with the peace of mind that comes with knowing you are on track to meet your goals.
Estate Planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.
Tax Effective Planning
Australian residents are taxed on their worldwide income, so whether you have investements in Australia or overseas there are tax aspects to obtaining, owning and disposing of them.
Your super money is also invested by your super fund so it grows over time. When you retire, you will have money to live off – a nest egg. Super is a lifetme investmet that has many benefits.
Business succession planning
You can start succession planning years ahead of time; having a plan can be useful if there is an unexpected event, such as illness or death. Without a plan the future of your business can be at stake. Early planning also helps you to maximise the value of your business.
The next step is to look at how your needs might change over time. For instance, in the first few years of retirement, you might want to travel or take up a new hobby. Later, you may want to replace your car or renovate your kitchen. Further down the track, you may want to move into a retirement village.