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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

Read our blog for more thoughts and insights
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info@yieldfp.com.au
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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.

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