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Tag : estate planning

family estate plan

Family business succession planning guide

Posted on 31/05/2021 by Omnis Group

New succession planning guide for family businesses The Australian Small Business and Family Enterprise Ombudsman, in conjunction with Family Business Australia, has released a new online guide to succession planning. Read More…

Posted in Business Advisory & Strategy | Tagged estate planning, succession planning
Will

Super dependants

Posted on 02/08/2019 by Omnis Group

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…

Posted in Financial Planning | Tagged estate planning, superannuation, Wills
family estate plan

What is a family trust?

Posted on 20/05/2019 by Omnis Group

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…

Posted in Financial Planning | Tagged asset protection, assets, estate planning, investment, property, strategy, tax, Trusts, Wills
Will

WA Wills and estate planning

Posted on 20/02/2019 by Omnis Group

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…

Posted in Financial Planning | Tagged estate planning

Board of Advice Program

Posted on 03/12/2018 by Omnis Group

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…

Posted in Business Advisory & Strategy | Tagged assets, business growth, business value, estate planning, goals, profits, retirement, risk
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