Estate Planning
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We believe in offerring expert accounting services at reasonable prices (have you heard about our $79 tax returns?). Our highly qualified professionals operate out of our 7 office locations in and around Adelaide. But for those further afield, we started our accounting blog to provide you with helpful tips and financial tricks absolutely free.
The Estate Planning Checklist: What to Have in Place, and Why
Estate planning is not only for the wealthy, it is the process of making sure your assets go where you want them to, your family is provided for, and someone you trust can act for you if you are ever unable to make decisions yourself. This checklist sets out what a complete estate plan covers for a South Australian resident, including the tax and superannuation elements that a will alone does not deal with.
Read MoreAustralian Retirement Trust: Complete Guide to Fees, Performance, and Investment Options (2025–26)
Millions of Australians have their superannuation sitting inside the Australian Retirement Trust without fully understanding how it works, whether the fees are competitive, or whether their investment option is right for their age and goals. If your employer has defaulted you into ART, or you are considering switching from another fund, this guide gives you the complete picture for the 2025–26 financial year.
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