Estate Planning

Estate planning: When should you start, and what happens next?

10 September

Estate planning is something many people put off, often because it feels like an issue for later in life. In reality, estate planning is less about age and more about making sure the people, assets and responsibilities that matter to you are...[Read More]

Estate planning beyond the will: What happens to your digital life?

27 August

Most of us understand the importance of having a Will. It can help determine what happens to our property, investments and possessions and provide greater certainty for the people we leave behind.But modern estate planning may need to go much...[Read More]

Aged care conversations every family should have

2 July

Aged care is one of the most emotional and important topics a family will ever face. It often involves three generations: ageing parents, adult children, siblings, partners, and sometimes grandchildren who are deeply connected to the person needing...[Read More]

Estate planning: the good, the bad and the ugly

18 June

Estate planning is one of those topics many people know is important, but often put off. It can feel uncomfortable, complicated or something to “deal with later”. Yet a well-structured estate plan can be one of the greatest gifts you leave...[Read More]

Charity cheerleader brushes off impact of tax plan

10 June

Proposed taxes on trusts could limit the amount of money given to charities, but the minister responsible says it’s the least of the sector’s problems. With more than $5 trillion expected to pass down the generations through wills and bequests...[Read More]

Working with an estate planning lawyer: What to expect and how to prepare

30 April

Estate planning is one of those important life tasks that many people put off because it feels confronting, complicated or “something for later”. But a well-prepared estate plan is not really about death; it is about care, clarity and reducing...[Read More]

Who speaks for you when you can’t? Why planning ahead in aged care matters

2 April

There may come a time in life when you are no longer able to make decisions for yourself—whether due to illness, injury, or cognitive decline. It’s not an easy topic to think about, but it is one of the most important conversations you can have....[Read More]

Estate planning: When is the right time to start?

19 March

Estate planning is something many people put off. It can feel uncomfortable to think about what will happen to your assets, your family and your legacy after you are gone. Yet the reality is that estate planning is not only about what happens when...[Read More]

When your business is your family farm it’s important to consult a specialist insurance broker or adviser

5 March

Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood. Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]

Nobody wants your stuff (and that’s okay)

29 January

Let’s just say it plainly, softly, and maybe with a nervous laugh: nobody wants your stuff. Not in the way you think they do, anyway. This isn’t a judgement. It’s a mercy. And once you really let it sink in, it’s oddly freeing. Because one...[Read More]

10 reasons why consulting a specialist insurance broker or adviser is essential when your business is your family farm

20 November

The top 5 goals of retirees – and why good advice makes all the difference

2 October

Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next? While the answers vary from person to person, there are five...[Read More]

How to approach wealth transfer and estate planning: key considerations

11 September

Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]

Using a trust in estate planning: a smart move for the future

24 July

Estate planning is more than just drafting a will—it’s about ensuring your assets are protected, your wishes are honoured, and your loved ones are cared for. One of the most effective tools in a comprehensive estate plan is a...[Read More]

10 reasons your family farm needs an insurance broker or adviser to protect your legacy

17 July