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How much money is really needed in retirement?
Retirement, it’s the reward we get for our lifetime of hard work. It’s where we finally get to wind-down, take it slow, smell the roses
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Financial Planning Tips for 4 Major Milestones
Life is what you make it – so it’s important to make yours count. While money can’t buy happiness, it sure can help us prepare
Aged Care Planning: What you need to know
Aged care. It’s what a lot of us put on the backburner until an elderly loved one, or even ourselves admit to needing assistance. Many
8-Step Plan for Retirement Planning with Crest Wealth
As much as some of us would like to, we can’t work forever. Life expectancy is increasing from generation, to generation, with an expectancy average
Important Deadline for Discretionary Trusts Holding Residential Property in NSW
If your discretionary trust, holds or acquires residential land in New South Wales after 31 December 2020 then your trust may be liable to pay
What You Need to Know about Outsourcing Self-Managed Super Funds
There’s many benefits behind having or starting a self-managed super fund (SMSF). These often revolve around the choice and flexibility of investment options, tax strategies,
Estate Planning: What You Need to Know about Testamentary Trusts
Passing on is an unfortunate, yet inevitable final stage in the circle of life. Yet, a testamentary trust as part of estate planning is one small
Is cashing in on your super early really worth it?
The temporary access to our superannuation funds is aimed to offset the economic stress that COVID-19 is putting Australians through. This means, if you’re eligible,
Your Guide to Child Maintenance Trusts
Couples generally (and should) financially plan for their future – from buying a house together, budgeting for a family, and putting money away for their
Considering an SMSF? Here are 3 reasons you should
In life, there are many things we simply can’t control. So, it’s not surprising that you may want to take control of the things you
