Our E-books are designed to provide you with easy to access information in a downloadable PDF format to read on your laptop, desktop, tablet or mobile device.

We aim to supply information that's simple, relevant and useful for businesses and individuals.

15 Jun '22

The Guide to Testamentary Trusts

A testamentary trust is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and providing flexibility in relation to the distribution of the estate.


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15 Jun '22

The ATO Guide to Super Contributions

There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called ‘contribution caps’.


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15 Jun '22

Protecting Family Wealth

Building Family Wealth takes time. But how easily can it be torn down in expensive litigation, legal challenges and regulatory and economic threat?


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3 Aug '20

Risk and Return

When deciding which investments are right for you, it is important to understand the trade-off between risk and return and how to manage investment risk.


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29 Jul '20

Savings and Budgeting

By setting goals, planning ahead and being smart with your savings and debt strategies – you can actively grow your wealth even from a modest start.


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29 Jul '20

Market Volatility

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments.


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29 Jul '20

Investment Fundamentals

If you’re just starting out as an investor, there’s a lot of information to absorb. This fact file defines and explores the pros and cons of each asset class.


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29 Jul '20

Interest Rates

Interest rates are the cost of money when borrowed or loaned, and are used to control inflation and economic growth. But why do interest rates rise and fall, and how can they affect you?


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29 Jul '20

Home and Residential Aged Care

Some retirees who need aged care may prefer to stay at home. Whilst others may need or prefer the assistance that a residential aged care facility can provide. . 


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