ARTICLE
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Sustainable investing: how your investment choices can benefit the planet
With the increased focus on environmental awareness, people are taking more interest than ever in how their actions affect our planet and are looking for more ways in which to influence change. Recently we’ve seen a growing trend towards sustainable…
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2020 Corona Stimulus Package Update
In our ongoing pursuit to keep you informed and up to date of the current legislative climate, we have taken the time to put together some of the more pertinent legislative changes that are relevant at this time. We have…
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Early Release of Super
From the 20th April 2020 eligible individuals will be able to access up to $10,000 from their superannuation before 1st July 2020 and a further $10,000 in 2020-21. No tax is payable on these payments and withdrawals will not affect Centrelink…
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Our response to COVID-19
While the impending spread of COVID-19 is concerning from a human perspective, those with investments may start to worry about its effect on the market. Despite the recent excellent performance of markets globally, the potential COVID-19 pandemic means we’re going…
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Ensuring business continuity
Building your family business is a rewarding career, with many fantastic benefits. But, naturally, there will come a time when you begin thinking about stepping back from your business, transitioning out of your leadership role, and passing the reins to…
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How charitable families keep the spirit of giving alive
For many families we work with, giving is part of their DNA. It might be giving financially, by donating to charities they support, or giving time, and giving back to the community. It might be sitting on boards of charitable…
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The value of independent advice
In the climate following the Royal Commission into Banking, the entire financial services industry has come under sharp scrutiny. And so it should. With Commissioner Hayne’s report divulging that there’s a population of the financial planning sector that has been…
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Succession planning isn’t the end—it’s the beginning
When it comes to succession planning, many challenges family business owners face stem from the fact that the next stage of their life is unknown. There’s a reluctance to hand over the reins because they simply don’t know what’s coming….
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“Are you ready?”
The importance of having the right team of experts on your side. Life is unpredictable. You may think there’s still time to make plans for your business, to put things in order for your retirement—but significant life changes can happen…
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The importance of sequencing
You’ve worked hard to get where you are financially, so you want to make sure your wealth is maintained when you retire. But the problem with investments is that the market is unstable. And it’s not necessarily what happens to…
