With over a decade of financial advisory experience, Praveena has worked with a wide range of clients with a specific focus on young professionals, corporate executives and retirees. She takes pride in providing holistic wealth advice tailored to her clients’ unique personal circumstances and goals. Praveena assists clients with wealth building strategies including investment selection […]
Key points Australia has no death tax, but proposed ATO rule changes could expose the family home to capital gains tax when held in a testamentary trust without a specified right of occupancy. Estate planning documents may need to explicitly name who has the right to live in the family home, or beneficiaries risk losing […]
Key points Australia does not have a formal estate tax regime, but superannuation death benefits can result in tax payable for certain beneficiaries. Be smart and plan ahead to help maximise family wealth. When it comes to estate planning, many Australians are surprised to learn, unlike the USA and UK, Australia does not have a […]
Key points Too often wealth transfer plans depend on one person, making them fragile when life changes Stress testing plans against real-life scenarios reveals gaps before they cause problems Closing knowledge gaps and strengthening governance are critical Families that plan realistically protect both their wealth and their relationships Wealth transfer plans often look complete, with […]
Treasurer Jim Chalmers announced a significant overhaul of the government’s proposed Division 296 tax, the measure designed to reduce superannuation tax concessions for individuals with very large super balances. The changes mark a clear shift in policy direction – softening some of the most controversial features of the original proposal and introducing a more graduated, […]
Sebastian specialises in providing Personal and Business Wealth Protection (Life and Disability Insurance) advice for professionals, entrepreneurs, and business owners. With over 15 years in financial services, together with experience in many different business sectors, Sebastian has a strong knowledge of diverse insurance requirements and personalised solutions. Sebastian is dedicated to assisting his clients in […]
Karlson provides tailored strategic financial advice to high net wealth individuals and family groups. Clients often range from c-suite executives, high-income earning professionals and self-funded retirees. Karlson assists clients in accumulating and protecting personal wealth through financial advisory services including retirement planning, investment management, superannuation strategies and tax minimisation. With a strong focus on building […]
As the financial year draws to a close, it’s a smart opportunity to maximise your super contributions. Private Wealth Partner Jordan Kennedy sits down with Family Advisory Partner Louise Meijer to discuss how to leverage superannuation caps to your benefit while going in-depth into the constraints to consider. If you never understood the particulars of superannuation, this is […]
Welcome to Pitcher Perspective, where we take you beyond the numbers and go in-depth on the current issues affecting Australian businesses, families and individuals. It’s that time of the year again, where we begin to focus on year-end tax planning. To take us through the numerous tax strategies available, Private Wealth Partner Jordan Kennedy sits […]
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