Super dependants
If you have a super fund, you’ve probably been asked to nominate your beneficiary But, super fund trustees can only pay your super death benefit to eligible dependants* or to Read More…
What is a family trust?
Is a family trust a good solution for you? Family trusts can help you protect your assets, manage your family’s tax more efficiently and enable you to provide an income stream Read More…
WA Wills and estate planning
What happens if you don’t have a Will The Public Trustee WA conducted a survey in 2014 which found that only 35 per cent of adults had a current Will and Read More…
Board of Advice Program
Project managing your future business needs As a business owner, your wealth and well-being are inextricably linked to your business. It is your source of income, your most important asset Read More…
Omnis retirement planning case study
Structuring retirement planning reaps results for former ‘do it yourselfer’ Retiree Ross led a varied and interesting career – from jumping out of army helicopters, to being a ski instructor Read More…