VicSuper is one of the largest public sector super funds in Australia. Many of our prospective and existing clients have VicSuper accounts. We have written this eBook for them.
A testamentary trust is one of the most effective and powerful estate planning tools available. A testamentary trust can have a wide reaching and multi-generational impact on family wealth.
Downsizing is one of the biggest and hardest decisions you may ever make. More and more Australians will grapple with this challenge in years to come.
Many investors feel that they don’t understand annuities and find them confusing, but they can be a powerful part of a diversified portfolio.
Getting into the property market is the hardest it has ever been. In this eBook you will learn the strategies to help your adult children break into the market.
Sending your children to a private school is one of the most expensive things you will ever do. Learn the strategies to help fund private school fees.
Defence Housing is a popular investment strategy for many Australians. We have written this eBook to help clients improve their thinking on this strategy.
Direct share ownership is a very popular mode of investing for SMSF trustees. That being said, there are investment and tax mistakes that are best avoided.
Everyone wants to have some idea if they are on track for a comfortable retirement or if they are not, how far off are they?
Finding properties that pay for themselves is hard but not impossible. Learn the signs of a cashflow positive property.
Find out what makes or breaks a potential investment property. Buying property can be exciting and nerve racking at the same time. It can be emotional and logical. This eBook covers those items you should consider before buying a rental property.
Superannuation and taxation can’t be avoided in Australia. Learn strategies on how you can use these financial vices to enhance your situation.
Are you paying more tax than you have to? This easy-to-understand guide outlines which costs of your investment property are deductible and which are not.
Buying a home is a major investment but can return significant financial gains to kick-start your wealth-building program.
Coming into money brings opportunities and challenges, and in many cases, mixed emotions. Recipients of new wealth have many financial issues to consider.
The purpose of this guide is to take some of the mystery and confusion out of insurance by providing you with an overview of the different types of insurances available.
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