Will you pay tax on your Total and Permanent Disability (TPD) claim?
Will you pay tax on your Total and Permanent Disability (TPD) claim? Answer: The TPD claim itself is not taxable, however, the subsequent...
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3 min
The Four Key Market Narratives of 2023 — Anticipating Trends for 2024
Reflecting on the conclusion of 2023, it emerged as a notable year for stock markets, defying expectations of losses, even for bonds...
4 min
The Guide to Safeguarding Family Wealth: Part Two
I. INTRODUCTION The creation of Family Wealth demands a significant investment of time, hard work, and emotional dedication. However, the...
7 min
Five key themes shaped the financial landscape in 2023 & insights into 2024.
Key points - The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too);...
2 min
The Guide to Safeguarding Family Wealth - Part One
I. INTRODUCTION Accumulating family wealth demands considerable time, effort, and dedication, often involving significant challenges and...
2 min
Retirement planning case study: Couple aged late 40's
Cameron, aged 47, currently earns an annual income of $160,000 and possesses a superannuation balance of $230,000. Allie, aged 48, earns...
4 min
Small Business CGT Retirement Exemption Explained Simply
If you are a small business owner considering utilising the capital built up in your business for retirement funding, there are two...
8 min
7 Steps to Retirement Planning
Embarking on the journey of retirement planning might initially seem overwhelming, but delaying this crucial step could jeopardize the...
3 min
Unlocking Superannuation Potential: The Power of Bring-Forward Arrangements
In the countdown to retirement, bolstering your superannuation fund with extra contributions can be a prudent move. Whether you've come...
4 min
Case Study - Pre Retiree
A Pre Retiree case study, the WE. advantage.
5 min
Exploring Small Business CGT Concessions for multiple business owners.
In this comprehensive guide, we will explore the intricacies of these concessions, specifically addressing the complexities that arise...
2 min
RBA flags 'significant uncertainties' in economic outlook
In its latest monetary policy meeting for October, the Reserve Bank of Australia (RBA) has opted to maintain the official cash rate at...
3 min
Downsizer Contributions - A great opportunity to boost your retirement nest egg.
Securing your own home has long been a large part of the Australian dream, and it's also a pivotal element in crafting a sound retirement...
2 min
Stamp Duty Concession For 1st home Buyers.
There’s been significant changes in the First Home Buyer (FHB) market. The biggest change we’ve seen is the introduction of the new FHB...
3 min
First Home Owners Grant, Concessions & Incentives - 2023
Navigating the world of first-time homebuying in 2023 can be overwhelming. With a plethora of confusing jargon and a range of incentives...
3 min
2023-24 Federal Budget wrap up
Here's what we think this budget signifies for you . As many Australians struggle with rising interest rates and living costs, Tuesday...
2 min
To Keep or Not to Keep the Family Home and Residential Aged Care?
The family home need special consideration when it comes to aged care planning Many people who face the prospect of moving into aged...
3 min
Property Investor's Seeking to Convert Their Investments Into A Retirement Plan
A WE. Client Case Study. Improved their financial position retirement by $720,000 (10 years) Debt restructure saved $18,000 interest...
4 min
Your primary asset is usually your home.
For many, if not most, elderly people, their primary asset is their family home. When a person retires with substantial super, these...
3 min
Investing is a long game
Congratulations many of you had Whitehaven Coal in your portfolio in 2022. The stock price of the company increased by 241.3% from $2.76...
WE. Insights
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