Tag: advisor
What is a binding death benefit nomination (BDBN)?
A binding death benefit nomination (BDBN) is a legal document that directs your super fund to pay your death benefits to specific people or entities. ...
Want to retire with $2 million? Here’s how smart Australians are making it happen
$2 million isn’t just a number — it’s the freedom to retire comfortably, live on your terms, and leave a legacy. But it doesn’t ...
How negative gearing creates wealth
While it may seem counterintuitive to invest in something that loses money each year, negative gearing can generate significant wealth through: Tax benefits ...
The power of living below your means: the strategy behind financial freedom
In a world where "more" is constantly marketed as the goal—more stuff, more upgrades, more lifestyle—there’s one timeless principle that quietly builds real wealth: ...
Prenuptial agreement (BFA) – the wealth protection strategy couples overlook
Love is priceless, but your assets aren’t. Protecting your financial future isn’t about a lack of trust, it’s about smart planning. In Australia, a ...
Tax planning and business advisory services
Tax planning The primary goal of tax planning is to optimize a business's financial situation by minimizing its tax liability within the legal framework. ...
10 reasons to buy your business premises
Buying their premises can offer several benefits to businesses, including: Stability and control: Owning your premises provides stability and control over your business location. ...
Protect your assets with a pedigree trust
A pedigree trust (also known as a linear descendant's discretionary trust) is a type of discretionary trust established to ensure that the property of ...
Tendering
Strategies for successful tendering Tendering is the process of choosing the best or cheapest company to supply goods or do a job by asking ...
Importance of Strategic Planning
A business strategic plan details the methods by which a business sets out to achieve its objectives. Typically a business strategy will cover a ...