Sydney Financial Planners

Many of us dream about winning Lotto.  We have visions of laying in a hammock on some deserted island somewhere sipping cocktails watching our private yacht bob up and down on the ocean.  We dream of not having to work again, sports cars, the works.  But the scary reality is that many people who win [...]

Free ebook about financial planning for inheritance and windfalls such as winning lotto.  Explains tax implications (eg. capital gains tax, CGT) and tips on investing and how to get financial advice to manage your new money.

Most of us would rather not think about the death of a loved one.  Unfortunately, like paying tax, it is inevitable.  But what happens when you are the beneficiary of a deceased estate?  In this article we discuss the basics of receiving an inheritance: A loved one has passed away.  What happens now? A person [...]