Five Key Benefits of a strong Family Wealth Protection Plan
As a Board-Certified SAPEPAA Adviser, and as EPI-centre’s Chief Strategist, I want to share with you highlights of the five key benefits of having a strong and secure Family Wealth Protection plan in place. A well-structured plan can help safeguard your family's assets from potential threats such as litigation, family
The Ten BIG Benefits of a Self Managed Superfund
We are going to look at the ten benefits of a SMSF, remember our goal is to make things simple – but with thousands of pages of laws it is my recommendation that you find a great SMSF adviser to help you put your ideas and strategies, along with their
The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective
The concept of “family” has evolved significantly over the decades. Today, blended families - those formed by partners with children from previous relationships - have become commonplace. While they bring the joy of new beginnings, they also introduce complex dynamics, especially when it comes to estate planning. The Complex Landscape
Track small business cashflow without spreadsheets
I f you track income and expenses on a spreadsheet, you could be losing sight of how your business is performing and wasting a lot of time on data entry. There are low-cost alternatives that allow you to monitor business cashflow really simply. Small business cashflow Money in,
How to grow your family business
W orking with family members presents unique advantages, and unique challenges. If you've built up your own business, now might be the time to bring in other family members. Here’s how to avoid some of the pitfalls. The benefits of keeping it in the family It's unusual to