The Taxing Issue of Succession Planning
Personal Finance
The Taxing Issue of Succession Planning
May 5, 2023 by in Personal Finance

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?
Personal Finance
Do you really need to work longer?
August 23, 2022 by in Personal Finance

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
Real Estate
Wealth transfer: Preparing the next generation
July 18, 2022 by in Real Estate

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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