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This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
You may have a well-constructed estate plan delivering the outcomes that you want regarding your wealth after death. When established, your estate plan may pass the fundamental test which is: “will this plan ensure that the right amount will be paid to the right person at the right time?”
Read MoreFor some employees, the New Year marks the end of their company’s 2015 employee performance period and possibly a bonus payment. If you are fortunate enough to have an employer bonus payment to look forward to, you may have some tax savings options up your sleeve.
Read MoreCongratulations to Quynh, Wynyard Park’s first KOTO trainee! Last November, Quynh graduated from the brilliant KOTO training program and is now a fully qualified hospitality professional.
Read MoreIt can be difficult to plan, either financially or emotionally, for the move into an aged care facility. Whether the move into care is for yourself or a family member, there are a lot of questions and decisions which need to be addressed.
Read MoreEach year, large numbers of Australians die without a Will. As our lives become more complex, it is an oversight that can be as costly as it is heartbreaking.
Read MoreFrom 1 January 2017 Government changes to the age pension are likely to reduce pensioner entitlements. It’s important that you understand how the changes could affect you.
Read MoreMany of you will have seen the term franking credit appear on your share dividend statements, but what does a franking credit actually mean and how you can benefit?
Read MoreOne of the longest-term decisions many investors will make is whether to setup a self-managed super (SMSF) fund with individual trustees or a corporate trustee.
Read MoreWe’ve all had those ‘what if’ moments, where thinking big gives us a rush of adrenaline. But seriously, before you rush off on that long dreamed of holiday, what should you do if you were lucky enough to land a windfall? Here are four practical options to consider:
Read MoreCompleting a thorough estate planning review is crucial for your peace of mind as well as the comfort and wellbeing of loved ones. It is also much more than just making a Will. Depending on your current financial and family situation, you might also need to review your superannuation nominations, discretionary trust deeds, any company documentation and powers of attorney.
Read MoreHeart disease and stroke continue to be the two most common causes of death1 in Australia for people over the age of 45 and accounted for over 30,000 Australian fatalities in 2012. Incredibly, thousands of Australians are underinsured or have no insurance in place to cover the expenses should they suffer a debilitating illness.
Read MoreWynyard Park Private Wealth is extremely excited about our new project. We've signed up to B1G1. B1G1 is a social enterprise and non-profit organisation. Its mission is to create a world that’s full of giving. Unlike conventional charity models, B1G1 embeds giving into everyday business operations. This makes giving simple, habitual and therefore hugely effective.
Read MoreA credit-fuelled property bubble enabled China to maintain its incredible run of growth through the global financial crisis (GFC). However, now China has to deal with a massive excess supply of property that is causing construction activity to contract along with a range of other linked sectors in the Chinese economy, as millions of homes lie vacant.
Read MoreIf the need for residential aged care is nearing you or a loved one, following these five steps will help you make a smoother transition.
Read MoreSelf-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up both the advantages and disadvantages and consider seeking advice to determine whether an SMSF is right for you.
Read MoreAt different stages of life you may want to adjust your personal insurance needs to protect your lifestyle and your financial security.
Read MoreLife in your 50s is great. You don’t have a huge mortgage, the kids have grown up and are not as dependent on you, your career has progressed… So what is next financially?
Read MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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