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What to do with an inheritance?

An inheritance can provide a lifechanging financial windfall. The challenge is what to do next?

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Glenn Fairbairn
Director/Private Client Adviser

In the News

Is superannuation still effective?

With the raft of recent reforms to super, is superannuation still the best long-term wealth accumulation structure? One could be forgiven for thinking that superannuation was no longer worth it.

With the reduction in concessional contribution caps to $25,000 each year, and maximum non-concessional contributions of $100,000 per annum, no doubt clients are asking “how is anyone going to put enough away to reach the $1.6 million transfer balance cap?”

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Chris Morcom
Director/Private Client Adviser

Blog

Active vs. Passive Investments. What's the difference?

Active or passive investment strategies. What’s the difference. And importantly, what’s best?

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Nathan Lear
Director/Private Client Adviser

In the News

Labor trust plan will drive use of companies

In The Australian Financial Review (01.08.17, page 4): Labor's plans to tax distributions from family trusts will force savers to re-think their investment structures and encourage greater use of investment companies, tax experts say.

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Joanna Mather, Sally Patten, Chris Morcom
Hewison Private Wealth