Business Sold. Value Extracted. Future Assured!
This strategy paper outlines the complex nature of a small business that grew significantly into a much larger concern. Here we describe how the collaboration between three key professionals enabled the business owner to set and surpass his business and personal wealth goals.
Download nowKey Steps in Aged Care Planning
Many people are unaware of the complex financial matters that need to be considered in relation to aged care planning. This strategy paper outlines how timely and appropriate planning and advice for moving to residential aged care (or assisting family members to do so) will help you navigate this unfamiliar territory and prevent unexpected financial consequences.
Download nowThe Advice You Need for Mining & Resources Executive Remuneration Packaging & Complex Tax Issues
In this document, Brett Cribb of Stratus Financial Group demonstrates his high level of understanding of the issues affecting Mining and Resources executives and outlines the financial planning solutions necessary for you to optimise your income.
Download nowFive Key Financial Matters for Mining & Resources Professionals
In this strategy paper, James Marshall from Status Financial Group outlines five of the key matters that demand the close attention of professionals in the mining and resources sectors when it comes to sound financial planning.
Download nowWhat You Need To Know About Living & Working Overseas
This strategy paper outlines key issues and strategic decisions you need to consider before relocating overseas to help achieve your short and long-term financial goals, including: investment; super/SMSF; asset protection; tax efficiency; retirement; estate planning; ESS, property management; and more.
Download nowAccumulating Wealth
If you’re aged in your 30’s or 40’s, currently employed with a secure and adequate income or successfully managing your own business, then you’re in the ideal position to start accumulating wealth for your future security and lifestyle.
Download nowWhat You Need To Know About Executive Share Schemes
Prepared for mining and resources executives and employees who have an Executive Share Scheme (ESS) as part of their salary package, this document provides an insight into the nature of ESS.
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