Testamentary Trusts are an increasingly common element of our clients Estate Planning needs. So what are they and why have they become almost standard practice? A Testamentary Trust is a trust that is created by a will. It’s used by the person who created the will, as a way to improve the chances that their
Thanks to the Fairfax press (SMH, The Age, etc) for publishing another of my articles. Check it out here: www.theage.com.au/money/planning/five-tips-to-achieve-early-r&o%xiG3^S63cMc#yetirement-20171109-gzhrfy.html
Here’s a quick list of the 10 most common financial mistakes that I see. I hope they help you sidestep some of these potential pitfalls. 1. Procrastination The amount of people I hear with variations on “I should have bought that property 5 years ago”, or “we paid of the mortgage 18 months ago.
When it comes to innovation and change in the investment world at the moment, ETF’s – Exchange Traded Funds, are where all the action is for retail investors. With around $25billion of investment held in ETF’s on the Australian share market, and growing fast, their importance is not to be under estimated. To put that
With the value of residential housing skyrocketing into record territory over the past decade, many retirees are finding the reverse mortgage solution attractive as a way to liberate some of the wealth tied up in their home and provide more cash to spend. Most commonly reverse mortgages are used to provide additional income in retirement,