Financial strategy insights

How couples can keep their super balance growing more evenly

Nerida Cole, Managing Director, Head of Advice

If you are a member of a couple and want to build your super balance tax effectively, now is a great time to look at superannuation spouse contribution...Read more

Financial planning for busy executives

Ishara Rupasinghe, Director

A successful and demanding executive career often leaves little time to devote to your own finances. Constant time pressures can lead to important decisions...Read more

Should I stay in my defined benefit super fund?

Ishara Rupasinghe, Director

Not many people would pass on a guaranteed lifetime pension. That’s what’s on offer with many defined benefit funds― often referred to as public...Read more

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

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