Having a valid Will in place means that, if you were to die, your affairs would be in order and…
Articles by David Hasib
David is Director of Chan & Naylor Financial Planning and founder of Patron Financial advice.
Here’s a way to avoid triggering CGT! Testamentary discretionary trusts are great estate planning tools because they can offer tax…
Following extensive consultation, the Government has released an amended superannuation package. Some measures remain largely unchanged while others such as…
‘Super’ opportunity exists for those individuals fortunate to take advantage of before end of June 2017 before big superannuation changes take…
Too often people consider estate planning to be something for those recently retired or the elderly. While the presence of…
The nature of retirement is changing and so are the rules. If you want to reduce your working hours or…
Getting married, even if it’s for the second time, is a happy time but it does present some financial planning…
Do you want to contribute more to super? Well now you can! A Little Bit Now, Makes a BIG Difference…
An enduring power of attorney is an extremely powerful legal document, so it’s not only important to have one but…