Over the past 18 months, a group of accountants, IT, finance and family advisers have been busy building a new advisers association for accountants and financial planners to become certified to provide advice on succession, asset protection and estate planning. […]
Grant’s blog is here to deliver you some of the best strategies in the financial industry. I was a SMSFer but now a proud SAPEPer I love strategy. I was lucky enough to do a Master of Laws specialising […]
It’s coming up to 30 June and we are all so busy working crazy hours on client issues but relief is around the corner. It’s Accountants and Planners NYE on 30 June so it will be time to grab a […]
Life throws things at you and you either sink or swim. I call them life examinations. You are either in it, remain focused and move through things quickly with a planned process or freeze and run away. And as parents […]
I make it a habit of reading at least two cases a day – one usually dealing with a family provisions claim in a Supreme Court and the other a trust, trust deed, family law or asset protection case. And […]
