The Ins and Outs of Donations Tax

Have you been the lucky recipient of a gift or donation from a generous family member of friend? Perhaps they struck it lucky on the Lotto and decided to share their winnings with you! Or maybe you’re the giving type and have donated cash, shares or even property to someone you felt deserved a little…

The First Nine Months of 2017

As we start the last quarter of 2017, it is interesting to have a quick review of the first 3 quarters of the year. The table below reflects the return across the main local asset classes for the year broken down per calendar quarter. Despite the heightened perceived level of risk, the local share market…

7 Myths About Making a Will

“Let’s choose executors and talk of wills” (Shakespeare) If you haven’t made your will yet, get it done now.  Why is that so important and how should you go about it? To answer that, let’s debunk a few of the more pervasive myths and misconceptions around those questions – “I’m too young to need a…