Estate Planning and Super

Estate Planning and Super

When it comes to estate planning, many people overlook their superannuation. This is risky, because superannuation does not necessarily form part of your estate. This means that your ‘regular’ legal Will

life insurance

A bet you hope you lose

The Melbourne Cup has been run and won and we hope you had a win yourself. More likely, you didn’t. After all, it’s rare to see a poor bookie. While we

negative gearing

Negative Gearing

Negative gearing is one of the most common things clients ask us about. We have written about it before – but the questions are so persistent we thought we should cover

Lending money to family and friends

Lending Money to Family and Friends

At some stage, most of us will be asked to lend money to family or friends. Usually, we are only too happy to help. After all, what are family and friends

financial management

A Watched Pot Never Boils

If you’ve ever tried to lose weight you will know how depressing it can be to weigh yourself each day. Weight loss – especially if it’s going to be lasting –

value added tax

Is There Such a Thing as a Value Added Tax?

Tax. Sorry to kick things off with a swear word. We hope you keep reading. Taxes are a necessary evil. No one likes paying them, but most people enjoy at least

credit cards

Credit Cards. Are You a Transactor or a Revolver?

Credit cards. Nowadays, credit cards can be used for just about anything. And they are ridiculously convenient. Shopping for groceries? Simply tap the terminal and away you go. Ordering food or

Making a claim

Making a claim

Obviously, we hope that none of our clients ever make a claim on their life insurance policy. But, from time to time, claims need to be made. Here is our step-by-step

Income Returns

Income returns and capital growth

As a general rule, investors make their money from one of two types of return. A capital return is one that the investor enjoys when they dispose of their investment asset.

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

Need independent financial advice?

Contact Jane Clark to schedule an appointment.

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