The end of the financial year always seems to crop up faster than it should. Given the impending July 2017 superannuation changes, being on top of your end of financial year planning is as important as it has ever been. This year it is essential that you consider maximising the existing contribution limits for superannuation […]
Not one to rest on his laurels, IPA member Adam Goldstien has helped turn Skeggs Goldstien into a dynamic firm of the future. It was almost by accident that Adam Goldstien entered the world of finance. When Mr Goldstien realised he had little interest in becoming a landscaper, a job he had taken after leaving […]
Running a successful business is no different in some ways to being an elite sportsperson. You need to not only work hard, but also closely with your professional advisers to ensure you and your business remains at the top of its game at all times. So how can you ensure your business is at the […]
What is succession planning? Succession refers to the transfer of the ownership and/or management of a business. Ownership succession focuses on who will own the business and when and how that will happen. Management succession focuses on who will run the business, what changes will occur and when the new manager will be accountable for […]
Planning for Aged Care Do you remember those driving holidays when you spent days in the car with your parents? Well if you have ever seen the movie ‘National Lampoon’s Vacation’, it may bring back some memories! We have all seen and enjoyed watching Clark Griswold set off on his family vacation to Wally World […]
Familiar with the movie About Schmidt? If you have seen this movie you would be familiar with Warren R Schmidt. He is a 66 year old insurance actuary who has made the decision to finally retire. But for Warren, retirement isn’t all that it is made out to be and he soon finds that his […]
Have you ever heard of the expression KIPPERS? ‘Kids in Parent’s Pockets Eroding Retirement Savings’. Well, if you have seen the movie ‘Failure to Launch’ you may get the idea. Tripp, a 35-year-old man is still living with his parents Al and Sue in New Orleans, Louisiana. Trip’s best friends Demo and Ace are also […]
