Defined Benefit Funds – Simple in Accumulation, Complex in Pension

November 5, 2018

Once upon a time, because that’s how all good stories start, a defined benefit (DB) fund was seen as the set and forget ultimate superannuation fund. Those who had an employer sponsored defined benefit funds were of the view that having such a fund meant they didn’t need to worry about their retirement as the fund would take care of everything and everyone.

Capital Gains Tax (CGT): Simple Calculation You Should Know Before Selling Your Investment Property

October 25, 2018

If I sell my investment property, how much capital gains tax (CGT) will I pay?

There has been a significant rise in residential property prices in recent years, largely due to record low interest rates. Many people have purchased an investment property, sometimes more than one, which has for the most part, been a successful wealth creation strategy.

10 Duties an Executor of a Will Needs to Take to Help with Funerals, The Family, The Wills and Probate.

October 11, 2018

My partner just passed away – What do I do?

This is a difficult time for you and your family and it’s important that you make good decisions even during the time that you are grieving. If you click here you can download a document that will assist you to navigate your way through getting organised.