Your will only covers part of what you own. Here is where to start with estate planning in WA: your will, super nominations, enduring powers and who decides for you.

Learn why the start of a new financial year is the perfect time to move beyond reactive tax planning and create a financial strategy that supports your long-term goals.

What should you be thinking about for a new financial year? Mitchell from Aspire2Wealth explains.

More Australians are receiving inheritances later in life, often when they’re already planning for retirement. In this article, Malcolm Davis from Aspire2Wealth explains how to approach inheritance planning with clarity and care and how to help children prepare for their own financial future.

With families coming together over the holidays, it’s the perfect time to have meaningful conversations about the future. Inheritance planning can be emotional, but it doesn’t have to be difficult. Here’s how to approach the topic with empathy, clarity and confidence.

Many Australians are unprepared for the great wealth transfer, with estate planning often overlooked.

Australia and countless other countries across the world are on the brink of the most substantial intergenerational wealth transfer ever recorded. Dubbed by many as the ‘great wealth transfer,’ we are expecting to see a staggering US$68 trillion (around A$100.2 trillion) changing hands worldwide within the next two to three decades. A 2021 Productivity Commission report estimated that around $3.5 trillion in assets will be transferred in Australia alone by 2050. Originating m

Navigating the world of inheritance can be complex. Studies show that women in Australia are increasingly finding themselves at the helm of managing substantial wealth transfers, leaving a greater need for finance coaching and guidance on what to do with inheritance money. From investment strategies like topping up your superannuation to managing tax implications and debt, this is a new era of significant financial shifts. In this article, Tracy Wan from Aspire2 Wealth Advise

Navigating life’s eventualities requires thoughtful preparation to ensure your wishes will be met, and your loved ones are well cared for. It’s in these times estate planning becomes imperative. Often misunderstood or simply pushed to the background of one’s priorities, estate planning ensures your legacy and hard-earned assets are appropriately managed and transferred when the time comes. At Aspire2 Wealth Advisers, we understand the importance of a well-crafted estate plan.

Estate planning: two simple words capable of carrying the weight of one’s entire lifetime and beyond. But what exactly does this term entail? At its core, estate planning is the proactive process of organising our assets and affairs to ensure they are handled according to our wishes upon incapacity or death. While it might not be a particularly happy subject to broach, it is a critical, strategic blueprint outlining who will inherit your assets, how your affairs should be man

Learn all about tax and how it applies to inheritance

Setting up a trust in Australia has become an incredibly popular option for those looking for an efficient, protective, and flexible investment structure. It’s a common misconception that this option is reserved for the ultra-rich, with many everyday families utilising this structure for not only their own benefit, but also in legacy planning for their child or children. If you are actively engaged in wealth accumulation, you can significantly benefit from understanding how t

Everyone holds their own perception of ‘wealth’, but most people would find consensus when hoping to provide for their families in the coming years. Unfortunately, today, salaries for regular 9 a.m. – 5 p.m. roles can barely contend with the rising costs of living, let alone change the course of your family’s future. The secret to building wealth lies in smart, early investment that has time to flourish. By diligently developing cashflow-producing assets and diverse income st

Inheritance planning is a vital conversation families need to embrace. With the next two to three decades heralding the largest intergenerational wealth transition in history, addressing the division of assets and wealth treatment is more crucial than ever before, Aspire2Wealth’s Mitchell Mackenzie explains. The Great Wealth Transfer Dubbed the “great wealth transfer,” this phenomenon will witness trillions of dollars in assets transition from the hands of Baby Boomers (thos