Financial strategy insights

Estate Planning in a COVID-19 World

Vik Sundar, Managing Director – Law

As the world adjusts to ‘the new normal’ in the face of COVID-19 (or coronavirus), one often overlooked impact of the virus is its effect on...Read more

Why it could be time to review your estate planning

Vik Sundar, Managing Director – Law

Australia is experiencing one of the largest intergenerational wealth transfers in our history, with more than $3 trillion dollars expected to pass to...Read more

End of financial year tips to help you save on tax

Nerida Cole, Managing Director, Head of Advice

With only a small window remaining until the end of the financial year, focusing on tax and super-saving opportunities now is critical. Working effectively...Read more

SMSF succession planning is much more than estate planning – here’s why

David Calvert, Managing Director, Family Wealth Management

Succession planning and estate planning. In financial and legal circles, you may hear the terms often thrown around, and even used interchangeably by some...Read more

Make a financial health check part of your New Year’s resolution

Madison Kennedy, Director

When the long summer days of January roll around, it’s a perfect time to take stock of resolutions and get organised for the year ahead. Health,...Read more

Is your estate plan up to date with the new super rules?

Dixon Advisory

Superannuation and estate planning are both delicate issues, but the recent super reforms have increased their complexity and may impact even the most...Read more

How to improve your financial wellbeing as you plan for retirement

Dixon Advisory

It’s no secret that like many other developed countries, Australia is ageing – one in six of us is now aged over 651 with more than...Read more

How Amazon's Australia launch could disrupt local retailers

Lyle Meaney, Managing Director, Wealth Advice

Amazon's impending Aussie entrance is forecast to cost local retailers up to $12 billion – the amount analysts believe the mega online retailer...Read more

Is the Australian economy on track for stronger growth?

Madison Kennedy, Director

It seems lately whenever we talk about the economy it’s largely doom and gloom. This week, however, the Governor of the Reserve Bank of Australia (RBA...Read more

Three ways to improve your SMSF right now

Ashley Woodhead, Executive Director, Family Wealth Management

As you plan for retirement, there’s a lot to consider – so it’s important to make every decision count.

By the time you turn 50,...Read more

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