The focus for most business owners is frequently on business goals. Yet most go into business with personal and financial goals such as providing for their families and creating wealth. A key component of succession planning for business owners that is completely overlooked or not attended to correctly is planning for unexpected events such as…

Estate planning is one of the most important and valuable issues you should consider for your family. However it is rarely discussed and adequately addressed. Here are 10 reasons why estate planning is important. Why Estate Planning Is Important Baby Boomers Due to our ageing population in Australia it is estimated that $407 billion dollars worth of…

For the last ten years I have been travelling regularly to regional Western Australia where I help families with their estate and succession planning requirements. What is interesting is how quickly circumstances can change necessitating an alteration  to estate and succession plans. When estate plans are prepared you allow for a certain number of probable scenarios. However, due to…

Recently I watched a rerun of a documentary about the estate planning of the late Robert Holmes a Court. Robert Holmes a Court was Australia’s first billionaire and achieved national notoriety with his take over offer for BHP Billiton. He died in his early 50’s without a will whilst his children were young. His assets were distributed…

Many years ago I went to the movies and enjoyed watching Dead Poets Society featuring the late Robin Williams. Whilst Robin Williams will long be remembered for his artistic talents, his estate planning arrangements have also become widely publicised not only for the considerable size of his estate but also for how it was constructed….

The best place to start planning for your future is to plan for the end. After working as an accountant in commerce and public practice for many years, I joined the estate planning division of a large accounting firm. The firm had a strong regional focus and was involved in helping many families with their tax and…

Summer has come early to Perth. Amongst a busy weekend of attending water based activities with my children, it was at one of these events watching my eldest boy, now 11, compete that for a brief and fleeting moment I reflected on where I was at in my life. My son was on the starting…

Good Afternoon Everyone, There has been a lot in the news in the past week.  Surprising decision by the Federal Reserve boosting the stock market.Good luck to the Dockers tomorrow! Below are some hints & updates on August economics and estate planning for Superannuation. regards, Geoff August Economic Update It seems like investor’s received the…

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