If you’re an investor, it can be helpful to remember that corporate leadership is rarely permanent. In fact, very few companies seem to stay in the global top 10 for more than a decade, and history shows how quickly the market’s favourites can change.[1] For those of us who were around in the early 1980s […]
Archives for July 2026
Generosity with guardrails
For many Australian families, the ‘Bank of Mum and Dad’ has become a very real part of financial life. It might involve helping with a home deposit, going guarantor, covering study costs, or giving your adult children breathing room while they save. Done thoughtfully, that support can be incredibly powerful – not just as a […]
Early withdrawal of super not so simple for SMSFs
Super is often one of the largest assets Australians have, but it’s also one of the easiest to misunderstand when it comes to estate planning. The recent Lin v Yim & Anor[i] case is a useful reminder of this. In broad terms, the case centred around a terminally ill SMSF member, Jason Yim, who withdrew […]