The investment strategy is not designed to be a ‘set and forget’ document but rather a strategy you continuously review to ensure you are meeting your retirement […]
So when a guesthouse in Bright VIC came onto the market for sale, being overseas did not phase them.
Instead, they saw the potential […]
It’s just a matter of time. People don’t live forever. Companies, trusts and other structures can last a long time but they are ultimately owned and […]
Where Succession Planning is concerned, clarity brings opportunity… and the risks of “getting it wrong” can be significant.
Let’s start with a few definitions.
Estate planning:
This means ensuring one’s assets are distributed […]
Their business operated in an industrial niche market which proved to be lucrative and provided Tom and […]
Speech Pathologist Karla Morison was new to business ownership
Matt Salisbury was Karla’s accountant since 2004. Having never managed a business before, Matt was a natural choice for […]