Ken is director of Metropole Wealth Advisory and gives strategic expert advice to property investors, professionals and business owners. He is in a unique position to blend his skills of accounting, wealth advisory, property investing, financial planning and small business. View his articles
What happens to your loans and debts when you die? It’s probably not something you’ve given much thought to, but understanding the way debt works after we pass on is important for all investors to consider, so as to ensure that our loved ones are financially taken care of – and not burdened – afterwards….
Superannuation is a smart and simple way to save for retirement – the more you put into your superannuation, the more you have for retirement. However, super is a long-term investment, starting from when you start your first job and only accessible once you reach retirement age. Please note that all the comments below are…
What if I told you that most Australian employees are handing over far more tax than they need to… simply because they believe they don’t have options? What if the tax system isn’t as stacked against PAYG earners as you’ve been led to think…but you just haven’t been shown the right strategies? And what if…
Estate planning is different for everyone and especially in today’s modern environment of potentially blended families. So, with more people remarrying, it’s critical to prepare for the distribution of your wealth upon your passing. While you are alive, the estate planning process allows you to manage and preserve your wealth for those you will one…
I’ve always believed that the start of every year is the ideal time to consider your wealth creation goals. So, why don’t you ask yourself this question: Will this be like most other years where good intentions are forgotten or put aside because of the pressures of everyday life? As the saying goes: Why put…
The topic of inheritance is often shrouded in a cloud of complexity and misconception. Many people think that sophisticated estate planning tools like testamentary trusts are only for the wealthy elite. However, this couldn’t be further from the truth. With rising divorce rates and the increasing complexity of modern families, testamentary trusts and other estate…
Some say that Australia has an ageing population crisis, with 558,000 Australians now aged 85 years… and in 13 years that’s expected to hit 1 million. And that means there will soon be billions, if not more, of dollars transferred to our younger generations. The problem is, many of these heirs aren’t prepared, and a…
The following is general information only and you must seek personal advice on your specific circumstances before implementing any strategy. You’ve worked hard to build your wealth. You’ve made sacrifices, taken calculated risks, and created a financial foundation that has supported your family. Now, as you look to the future, you might be thinking: “How…
Most Australians treat their super as a “set and forget” investment — something they’ll worry about when they get closer to retirement. But superannuation isn’t just about you. It’s also one of the largest financial assets you’ll ever own, and if you don’t take control of where it goes when you die, it might not…
I’ve often said that wealth isn’t just about how much you make – it’s about how much you keep. And when it comes to passing on that wealth to the next generation, a well-structured estate plan can mean the difference between preserving your legacy or watching it disappear through tax or family disputes. One of…
