Articles Library
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Dollar Cost Averaging
What is dollar cost averaging? Dollar cost averaging is an investment strategy that involves investing a set amount of money
Listed Investments
What are listed investments? Listed investments are investments quoted on an exchange established for trading investment-class assets. In Australia, equities
Mortgage Trusts
What are mortgage trusts? Mortgage trusts are unit trust investments where your money is pooled with that of other investors.
Negative Gearing
What is negative gearing? Negative gearing occurs when the expenses associated with an investment, including interest on the money borrowed,
Estate Planning prompts
Why Estate Planning prompts? These Estate Planning prompts are should motivate you to start securing your wishes for your loved
Deeming
What is deeming? Centrelink and Veteran’s Affairs calculate your Income Test assessing income from certain assets to determine the level
Buy-Sell Agreements
What are Buy-Sell Agreements? Buy-sell agreements are legal contracts that allow for the transfer of a business to a previously
Enduring power of attorney
What is an Enduring Power of Attorney – EPA? A document giving an agent authority to act on another’s behalf
Legal Adviser liaison
When does your financial planner need to liaise with your legal adviser? Part of the role of professional advisers is
Beneficiary
Defining ‘beneficiary’ for purposes of this article A beneficiary is a person who has a legal right to the use
Business Succession
What do we mean by ‘business succession’? Succession is the passing of something from the current holder to the next
Intergenerational Assets
What are Intergenerational Assets? By intergenerational assets, we refer to assets – that a family accumulates over time and then