Beneficiary
Defining ‘beneficiary’ for purposes of this article A beneficiary is a person who has a legal right to the use
Defining ‘beneficiary’ for purposes of this article A beneficiary is a person who has a legal right to the use
What do we mean by ‘business succession’? Succession is the passing of something from the current holder to the next
What are Intergenerational Assets? By intergenerational assets, we refer to assets – that a family accumulates over time and then
What are superannuation nonconcessional contributions? Superannuation nonconcessional contributions are contributions that have been made – by an individual member; and
Self-funded income streams are an important component of the wealth management strategies for those who are preparing for, or who
Investment Portfolio Diversification: what is it? …and should you avoid over-diversification? Investment portfolio diversification is heralded as the way to
Estate Planning strategy Testamentary trust benefits in estate planning are extensive. They range from flexibility for the testator; to clarity
Annuities underpin retirement income – and the certainty of that income – for many investors/ retirees: but what are annuities;
Strategic investment action …Investing using dollar cost averaging Strategic investment action – implemented by clients in the early months of
The strategy of making personal superannuation contributions is becoming more frequent as people become alert to the inadequacy of their