Welcome to Personal Wealth Adviser from our Sydney team. Explore practical ideas, clear guidance and expert perspectives designed to help you plan with confidence and thrive for the long term.
This issue includes articles on:
- Trusts are under pressure, but this wealth structure escaped change
- Set up your super for success
- Is super still tax effective for balances over $3 million?
- Deceased estates and tax – Part two
- What the latest tax changes mean for testamentary trusts
- The simple change that could leave you 35% richer in retirement
Our Sydney personal wealth management team offers clear, personalised solutions for your financial future. We have specialists in wealth management, superannuation, self-managed super funds, estate planning, debt advisory and insurance services.
Please reach out to our team if you would like to discuss your personal wealth needs.