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13 Estate planning tips beyond your will

As accountants we understand that an estate plan goes beyond preparing a will and a testamentary trust.  The practice of making sure you choose the time when you transfer your estate together with the correct recipient (tax effectively) ranges from simple to deeply complex. The following are some simple tips to making sure your estate… Continue reading 13 Estate planning tips beyond your will

How a wealthy family can lose it all – 5 ways to mess it up

As advisors to families in business the protection of the family’s wealth is always on our mind.  And our combined experience as a specialist firm has shown us almost all of the ways a families wealth can be eroded quickly. The following are 5 ways your family wealth can be attacked. 1. Litigation Perth now… Continue reading How a wealthy family can lose it all – 5 ways to mess it up

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