SMART Life - Issue 5 - Winter 2021

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SMART Life - Issue 5 - Winter 2021

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As the new financial year dawns, it’s an important time to think about your financial situation and some of the opportunities that are on the horizon.

We can work with you to ensure you’re well prepared for any challenges that arise.

Get in touch with our team to discuss how to make your financial life healthier than ever.

15 Jun

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

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

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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