The Taxing Issue of Succession Planning

Whether it’s the sight of Logan Roy foaming at the mouth at his conniving, inheritance-sucking kids in Succession or the recent Federal budget, which outlined new rules around intergenerational business transfers, the passing down of family wealth is a core part of a good financial plan.

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Do you really need to work longer?

Slaving over a hot computer, putting in extra hours over the weekend… many pre-retirees are driven by a fear of the future. What if I don’t have enough money saved? What if I outlive my investments? Maybe I’ll just tap away for another two years to ensure my family are secure.

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Wealth transfer: Preparing the next generation

Intergenerational wealth, on our TV screens at least, conjures images of Succession’s Logan Roy dismissing one of his weasel kids with a sneer and expletive. Roy, the fearsome patriarch, who built his business from nothing, watches in disgust as the heirs to his throne – who do no work of any note - connive and backstab in an effort to win the keys to more money and power.

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