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…

I recently returned from our annual camping holiday. This year we ventured north to Kalbarri. For those of you not familiar with Kalbarri it is approx. 7 hours drive north of Perth, has a population of approx. 1400 people and an average summer temperature of 33 degrees. I last visited Kalbarri as a young boy with my…

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…

My wife often tells me that we have completely different interests and when our children have grown up and left home and we are retired (sometime away) that we will probably go on separate holidays and do different things. Whilst this is a running joke between us, research has shown that women are thriving and…

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Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth.

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