Estate planning: Using a testamentary trust

Want to keep some control over how the money you leave is spent after you pass? Crystal Wealth’s John McIlroy discusses estate planning.

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Helping your children with an inheritance

It’s a fact of life for most of us that, as the years tick by, the chance of inheriting money increases. For many, that windfall is being received later in life, and parents are using inheritances to help their own children set foot on the property ladder.

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The benefits of a self-managed super fund

The creation of your own super fund – a self-managed super fund (SMSF) – is a strategy used by those who want more control over where their super is invested, and how they can use it as part of a broader wealth creation strategy. Crystal Wealth executive director John McIlroy discusses some of the benefits clients find when operating an SMSF.

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How long-term thinking gets the best results come EOFY

Many people only think of their tax come the end of financial year. However, to minimise both your exposure and your stress, tax should be a constant consideration. Crystal Wealth director Tim Wedd explains how we work with clients to ensure they’re in the strongest position.

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How the current property market is affecting your retirement plans

The press is full of stories about falling property prices. If you have invested in property, should you be concerned? Crystal Wealth director Tim Wedd walks you through the reality of the market at present, and its likely impact.

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When can I retire?

“When will I be able to retire?” It’s a question we hear with some regularity here at Crystal Wealth. And it’s quite a natural one to ask. After all, we all look forward to the day we don’t have to work. Wanting to work, of course, is an altogether different matter. Here’s what you need to know.

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Master These Tips to Take Control of Your Financial Future

With a little guidance from a financial planner, you can make decisions for your life based on what’s the best scenario for you in the long term, writes Louise Lakomy.

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