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TRUST ISSUES – OLDER AUSTRALIANS AND THEIR WILLS

If you’re an older Australian who hasn’t reviewed their estate plan in a while, you need to read this. As a specialist Wills and Estates lawyer, I get to meet people from all walks of life. Some of my clients are barely out of school, others lived through WWII. But it’s attitude, not age that […]

MAKE PLANS NOW TO WEATHER THE PROPERTY STORM.

There’s good and bad news for property investors and first home buyers, right now. First, to property investors. For more than 20 years, Australians have been building wealth on a dream run of real estate growth. Figures released over the last twelve months show that dream could be over, with property prices sliding as Australia’s […]

DON’T RUSH TO BOOST SUPER ON GOVERNMENT SCARE TACTICS

The government is attacking your financial safety net. There’s no point sugar coating it, and now is the time for all Australians to start taking notice of what’s at stake through planned shake-ups of the superannuation sector. At the heart of the issue is compulsory life insurance. For many Australians (especially young, casual workers) the […]

MAKING A COSTLY MISTAKE? THERE’S AN APP FOR THAT

   We live in an age of unrivaled convenience. If I wanted, with my phone, I could run my life without getting out of bed. I can work, pay the bills, shop for groceries, order dinner, hire a gardener, cleaner and a dog walker … the list is endless. The trouble is, that convenience costs […]

OUR NEW BANK VAULT. SAFE AS HOUSES

  In August this year, we were lucky enough to move into our new, purpose-built offices at 179 Grange Road, Findon. What made Findon such an attractive proposition? Aside from our desire to grow the business in Jason’s home neighbourhood, our new building began life as a branch of the Commonwealth Bank and still houses […]

Franchising. The risks and rewards.

Starting out in business is never straightforward. Whether you simply dream of being your own boss, want to increase your earning power or you’re facing a change in circumstances, like a redundancy, knowing HOW to get started is often the biggest hurdle. This is what can make buying a franchise so appealing. Much of the […]

LAST MINUTE WILLS CAN HAVE LASTING LEGACIES

A bizarre and tragic case in Queensland has demonstrated why estate planning is such a complex issue, after the courts accepted a voice message left on a phone to be a man’s legal will – carving up his $1.6m estate in the process. In the case, the court heard that a man left a voice […]

Queen of Soul left an incredible legacy – but no Will.

  Aretha Franklin, the Queen of Soul, has died. She leaves behind an unchallenged musical legacy and a story that will inspire for decades to come. The one thing she didn’t leave, however, was a legal will. It’s hard to believe that someone who sold millions of records and performed for Presidents could die without […]