Should I take my super as a lump sum or not?

You’ve spent your working life accumulating super. So when the time comes, are you better off taking a lump sum, regular income or both?   Let’s weigh up the alternatives so you can start to consider what may be best for you. Taking a lump sum If your super has been managed on your behalf during […]

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Estate Planning Essentials

We’ve all heard the terms “estate plan”, “will” and “trust”, however not everyone understands what they mean. Estate planning is the process of putting in place structures to ensure that the wealth you have accumulated over your lifetime is transferred to your beneficiaries in a tax-effective manner and in accordance with your wishes. A will […]

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