
Legacy or liability? Planning a smooth wealth transfer
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s
If you enjoy a touch of luxury when you get away, thinking about the ideal vacation can conjure up daydreams of sipping champagne by an
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade
The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the
As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns
Scammers operate in an ever-evolving space and the scams of today are far more sophisticated than they have ever been, targeting even the most financially
If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the markets fluctuate might leave you
Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump Administration’s extraordinary refashioning of
As we advance into the 21st century, the concept of aging is undergoing a transformation, largely thanks to a new generation of “oldies” who don’t
Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s
‘A leader is one who knows the way, goes the way and shows the way.’ – John Maxwell What does it mean to be an
We’re all trying to live our best lives, right? Sometimes, we get stuck in one area – whether it’s spending all your spare time hitting
Unit 5 44 Township Drive
Burleigh Heads QLD 4220
PO Box 737
Mudgeeraba QLD 4213
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Future Life Plan Pty Ltd | ABN 48 846 522 784 | Corporate Authorised Representatives (AR# 1261491) of Ethical Planners | AFSL No. 505615
General Advice Warning
The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Future Life Plan Pty Ltd and Ethical Planners Pty Ltd will not bear responsibility or liability for any action taken by any person, persons, or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.