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Category: Estate Planning

YOU CAN’T PLAN EVERYTHING – INSURANCE
ARE YOU PREPARED ? INSURANCE ? Last week my brother-in-law had to undergo surgery. It...
How will I EVER afford to retire?
How will I EVER afford to retire ? Don’t worry, we all think it....
BINDING DEATH NOMINATIONS
[kkstarratings] Some people think that their ‘Will’ will cover everything. Many people may be surprised...
PPSR – Personal Property Securities Register
 Personal Property Securities Register  (PPSR) In other words ‘Goods/assets debt register’ Did you know that...
SO YOU’RE GETTING DIVORCED ….
DIVORCE Well, it’s happens to lots of marriages these days. Half in fact. Staggering numbers...
INDUSTRY SUPER VS FINANCIAL ADVISER
Industry super versus  financial adviser. Oooooh we just said a swear word – “financial adviser”. ...
BENEFICIARY NOMINATIONS – DO YOU HAVE YOURS RIGHT?
BENEFICIARY NOMINATIONS To quote an oldie but a goodie. Ms Lane, a 5th grade math...
FAMILY HOME – CGT – TAMPERING WITH THE SACRED COW
 – FAMILY HOME – Capital Gains Tax (CGT) –  TAMPERING WITH THE SACRED COW “Moo!”...
LOOK BEFORE YOU LEAP – GET ADVICE FIRST
Accountants are always advising their clients to contact them prior to making any decisions. Once...
HOW MUCH WILL YOU HAVE TO RETIRE ON?
My parents-in-law have recently moved into a granny flat on our acreage. We are...
WHO WILL LOOK AFTER THE KIDS??
It’s the conversation you never want to have with your partner – if we die,...
THE 6 MOST IMPORTANT THINGS YOU CAN DO FOR YOUR LOVED ONES
It’s the words you never want to hear….”Get your affairs in order”. It usually means...

Latest News

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Federal Treasurer Jim Chalmers has announced sweeping changes to the controversial Division 296 proposition. ...
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21 November: Lodge and pay October monthly activity statement. 21 November: Due date for...
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Optima Partners has recently introduced a new system to manage ATO correspondence for our registered...
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Peak bodies declare support for removal of red tape
Federal Treasurer Jim Chalmers announced on September 24, 2025 that the government is looking at...
Succession planning: a comprehensive guide
Succession planning is a key component of a successful business strategy. It is a crucial...
Key Dates – October 2025
21 October: Lodge and pay September monthly activity statement. 28 October: Lodge and pay Q1,...