Fine tune your search:
Asset Management Private Wealth Philanthropy and NFP’s All Articles

8 July 2024

Making the FY less taxing

The arrival of the 2023/24 tax year brings with it a number of opportunities. In this article our Elston advisers have focused on four options that you, a friend or someone in your family might want to consider. Read more

Elston Insights: What would you do if you won the lot?

15 June 2024

What would you do if you won the lot?

We all daydreamed about what it would be like to be catapulted into a life of riches. But if it really happened to you, what would you do? There are 8 things you might want to consider. Read more

2 June 2024

The end of the FY can also be a beginning

With the end of the financial year fast approaching, some of us are thinking about wrapping things up neatly in a bow and making sure we don’t get stuck with an unnecessarily large tax bill. But for others, the end of the financial year is a beginning. Read more

16 May 2024

Was this a super budget?

On the 14th of May Treasurer Jim Chalmers delivered a Federal Budget that was in many ways unsurprising. There were prudent and responsible measures, cost of living initiatives and promises to move on big issues like housing. Read more

12 April 2024

Not sure if you're making the right tax moves? Let's check.

This time of year, in the weeks leading up to June 30, is like a big game of chess. This is when advisers are working out which moves are going to be the ones for those clients who are hoping to improve their tax position. Read more

21 March 2024

The advisers applying soft skills to a hard transition

The universities aren’t offering Masters of Empathy or Diplomas in Advanced Listening. But maybe they should be. In this Professional Planners article Elston Strategy Adviser Jessie Hinds talks about the soft skills that enable advisers to really build trust with their clients. Read more

11 March 2024

Rural Succession Solutions Q&A session

Mark Westcott from Rural Succession Solutions recently interviewed Elston Director and Private Wealth Adviser Peter McVeigh to talk about some of the frequently asked questions on rural succession planning. Read more

6 March 2024

Avoiding the Self Managed Super FOMO

Self-Managed Super Funds (SMSFs) have gained immense popularity in Australia. But just because ‘everyone else’ is doing it, does that mean you should too? FOMO is never a good reason to make a major investment decision. Read more

4 March 2024

Elston Explains: Insurance

In this video, Insurance Strategy Adviser Giovane Nucci looks at why a potential grudge purchase should actually be seen as the foundation of the life you're building with the people you love. Read more

Older Newer