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What financial records do I need to keep?

What financial records do I need to keep? Ever feel like you’re drowning in a sea of paper? Tame the paperwork today and reap the rewards tomorrow. Life can be complicated enough without all the administrative paperwork that often accompanies it. This is particularly true when it comes to your personal finances. If stacks of old bank statements, utility bills, receipts, insurance and superannuation documents mean you can’t see the trees for the paper, de-clutter, …

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Intergenerational wealth transfer

Intergenerational wealth transfer Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the recipients. If misjudged or poorly handled, it can cause enormous grief, fights and resentments that are never forgotten nor forgiven. What’s involved? The first step you …