by Michael Perkins | Jun 9, 2024 | Financial services, Private Client Services, Working collaboratively
Sir Ninian Stephen Lecture 23 May 2024 Equity Trustees have now released the paper presented by Peter Bobbin in Sydney on 23rd May 2024, titled Super Tax Death Strategies; Tax Scheme or Clever Planning? Peter’s paper is a timely reminder as we approach the 30th June...
by Michael Perkins | Jun 9, 2024 | Aged care
Note 1 The consultation period has ended for the Federal Government’s Aged Care Bill and implementation has been delayed until 2025. Our firm’s submission regarding the Bill was made in March 2024 and we await publication of the document on the Department’s website,...
by Michael Perkins | Feb 20, 2024 | Aged care, Decision Making Ability, Legal, Opinion, Power of Attorney and Guardianship, supported decision making, Trusts and Estates, Vulnerability
The consultation about the Aged Care Bill 2023 (the Bill) has been extended to 8 March 2024. For more information about this consultation see https://www.health.gov.au/our-work/aged-care-act/consultation. This Bill remains a work in progress with the funding...
by Michael Perkins | Dec 13, 2023 | Financial services, Opinion, Power of Attorney and Guardianship, Trusts and Estates, wealth management
In his article, Is My Wealth Actually Diversified?, Liam Walker of Maqro Capital Pty focuses on hard decisions in managing investment portfolios for long term results – think of that as crafting choices about how to invest your financial or investment assets. Our...
by Liam Walker | Dec 13, 2023 | Financial services, Opinion, wealth management, Working collaboratively
A guest blog by Liam Walker, Associate Advisor, Maqro Capital Pty Ltd When we have conversations with our clients regarding risk management, we are often asked “Is my portfolio diversified from as much risk as possible?” With that, one of the most common...
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