Private Wealth Half Yearly Market Update – March 2019The global economy entered 2018 in a buoyant mood with sentiment indicators at 30-year highs but in December the US markets entered bear territory. So,… Avoid the traps of Binding Death Benefit NominationsSelf-managed Superannuation Funds (SMSFs) can be an Estate Planning minefield at the best of times. One particular area of concern is in the invalid or… When Signing and Dating Documents Leads to Unintended ConsequencesAn Adelaide financial adviser has been permanently banned from providing financial services following findings that he had engaged in “dishonest conduct” by ASIC. Some of… Important Warning: Your PPSR Security may have lapsed leaving you unsecured.The Personal Property Securities Register came into existence as the single, national online database of security interests in personal property in Australia on the 30th… Beware of fraudster conveyancers when buying or selling propertyLast year we saw a rise in the property market, but also a rise in cyber scammers who intercepted emails containing bank account details and… Morrows advisors realise Alzheimer’s is the curse of estate planningLaura Harding from Morrows Legal’s estate planning team and Renato Manias from our aged care group are currently trying to rescue Larry*, a long term… A New Year checklist to help you prepare for 2019The New Year is a great time of the year to set goals, make new lifestyle changes and plan for the future – for many… The Commonly Overlooked Benefits of Estate PlanningEstate planning is an important process which involves strategically planning the distribution of one’s assets in the event of passing or an incident prohibiting one… The 7 steps to entering aged careAustralia has a robust aged care system designed to support the elderly with quality care when they need it the most. However, engaging professionals for… 3 Critical Estate Planning steps every person should takeWhat is estate planning? Estate planning isn’t the most exciting of tasks – but it is essential. Developing a strategy on how to best manage… Private Wealth Half Yearly Market Update- August 2018Chris Molloy, CIO of Morrows Private Wealth highlights our outlook for markets and what this means for investors and their portfolio strategy. Current valuations suggest… How Entrepreneurs Can Take Money Off The TableThe life of an entrepreneur is a busy, exciting and often challenging one. However, being a successful entrepreneur requires a great deal of financial insight,… The Ultimate Family Office SetupWhen changes to your family’s financial situation arise, this can have long-standing effects on the situation of your family’s wealth. These financial change can range… Questions You Should Ask a Financial PlannerChoosing which financial advisor can be a daunting task when you are not sure where to start, or which questions you should ask. Having some… 5 rules of Aged Care PlanningTaking care to ensure that you are prepared for now and for the future is important. When preparing for residential aged care, Morrows understands that… ATO – Taking investigations to the next levelATO – Investigations turn to social media The ATO are currently undertaking new and inventive ways to ensure you are being 100% honest when lodging… I don’t need a Power of Attorney, I have joint bank accountsThis is one common misconception regarding powers of attorney described by clients of Morrows Legal which we are required to dispel. They are totally different… The ATO Crack Down on Rental Properties and Holiday HomesIf you are one of the many Australian’s who own rental properties or rent out holiday homes for a few weeks a year, then make… The Journey into Aged Care is a Challenging and Emotional TimeMorrows’ Golden Rules for your Golden Years Superannuation – What’s Your Plan?Estate planning is often considered to be “just a Will”, but it actually comprises a lot more than just that one document. One aspect of…
