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Stay a Step Ahead

This month we have made our focus Retirement and your Estate.

We are fortunate to have Lachlan Vallance a principal lawyer from Hicks Oakley Chessell Williams, as a contributor, discussing the importance of understanding how your assets are owned and how this will impact your Estate. Increasingly, assets are not distributed as part of your Will and it is these ‘non-estate assets’ which are the focus of this article.

The second article is a must read for anyone still working and over 56. This may well be you, but if not, it may be a parent, friend or work colleague, so please feel free to pass this on as you’d like. It really is a strategy too good to ignore.

From all of us at Yield, we hope you enjoy our September issue of Step Ahead and welcome the opportunity for a discussion.

 

Transition to retirement

Are you 56 or older and still working OR do you know someone who is?

The big question we get from a lot of people that we meet in their mid 50’s – Do we focus our income to paying off our home or start contributing more into super for retirement?

While this can seem like a perplexing decision there is more than often a simple solution to be had. To be perfectly honest the numbers speak for themselves.

>>> Read more

 

How you own assets impacts your Estate

WEALTH can be held in a variety of ownership forms. Estate planning requires a careful and considered examination of ownership structures to determine exactly what will fall within your estate and what will not, and to plan as appropriate for the ultimate control of these assets.

>>> Read more

 

 

Property Planning Australia Financial Planning has been rebranded

As announced by Property Planning Australia on Friday 01 May, we have rebranded Property Planning Australia Financial Planning to Yield Financial Planning. Yield Financial Planning and Property Planning Australia’s teams continue to work alongside each other to deliver a cohesive client experience across our combined services.

>>> Read more

 
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>>> Send us an email:
info@yieldfp.com.au

 

 

 

 


© Yield Financial Planning *|CURRENT_YEAR|*, All rights reserved. Yield Financial Planning ABN 93 378 061 533.
Corporate Authorised Representative 428640 of The Advice Exchange Pty Ltd | ABN 55 107 629 194 AFSL No. 278937.The information provided is general in nature and should not be relied upon before making a decision to invest, or not invest, in a financial product.Yield Financial Planning, Ground Floor, 123 Camberwell Road, Hawthorn East VIC 3123.

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About Yield - Financial Planner Melbourne

Who we serve – We help time poor professionals and business owners who intuitively know they should be doing more to improve their financial position and are seeking an expert to guide them on financial planning strategies. Our clients want personalised financial planning advice and to feel empowered and confident that they can achieve a secure transition to retirement.

What we do – We gain a deep understanding of your current financial position and preferences, what you value and want to achieve. We then help you develop a highly personalised financial plan, to show you how to make your money work harder for you. Ongoing we regularly monitor and measure progress against your plan projections, to show you how you’re tracking and help you manage change to your advantage.

How we do it – We apply our proven expertise in investment markets (Shares & Property), Tax and Debt structuring, Retirement Planning, Risk management and Estate planning, to help you reorganise the way you use your money to achieve your desired outcomes.