Financial strategy insights

Philanthropy: How to structure your giving

Vik Sundar, Managing Director – Clear Law

Many people seek to make a real difference and give back to their community through philanthropy. 

If you would like to make gifts to charity on...Read more

What happens if I don’t have a Will?

Vik Sundar, Managing Director – Clear Law

If you die without leaving a valid Will, you die ‘intestate’. Dying intestate may undue uncertainty and complexity for your loved ones that...Read more

Planning for retirement with the PSS

Ishara Rupasinghe, Executive Director

If you’ve got a Public Sector Superannuation (PSS) account, but are not really sure what it is or how it works or importantly, what it means for you...Read more

Making the most of a QSuper Defined Benefit account

Damien Kennedy, Director

Imagine not having to rely on investment returns to determine your final retirement benefit, but instead having certainty around the lump sum you eventually...Read more

What you need to know about the new financial year changes to super

Ishara Rupasinghe, Executive Director

Keeping on top of the latest super rules can sometimes feel like a full-time job. But whether you’re a member of a retail fund, industry fund, public...Read more

Financial planning for busy executives

Ishara Rupasinghe, Executive 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, Executive 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 – Clear 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 – Clear 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

How Amazon's Australia launch could disrupt local retailers

Lyle Meaney, Managing Director & CEO – E&P Wealth

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

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