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  • Welcome
  • About
  • Contact
  • How Can We Help?
    • Consulting
    • Mortgage Broking
    • Mediation
    • Case Studies
      • One We Prepared Earlier
      • Succession in Progress
      • Planning for our future
  • Resources
    • Insights
    • Task Cycle
  • Our Community
    • Community Support
    • Rosalie Dibben Photography

Monthly Archives: October 2015

Who is the Beneficiary of your Super Fund?

Estate Planning, SMSF: Self-Managed Superannuation, SuperannuationBy spacecadetOctober 28, 2015

When was the last time you looked at your superannuation statement and checked who would receive the funds if you were to pass away? Planning so that the proceeds of your superannuation are distributed in accordance with your wishes is a relatively simple matter, yet it is often overlooked. This is especially important if your…

Business Protection Strategies

Business Protection, Retirement, SuccessionBy spacecadetOctober 14, 2015

If you’re in business and you don’t have a plan for the unexpected or involuntary exit of any of the business partners (including you), this tip is for you. Create a “Will” for your business. Just like a Will for our own estate, a Will for your business will shore up arrangements for a buy-out and…

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