HEWISON INSIGHTS

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HEWISON INSIGHTS

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Hewison Insights
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death tax
family tax structure
family wealth
Superannuation

How death makes partners poorer

Anthony Keane, Andrew Hewison
Hewison Private Wealth
26 Feb 2018

While it might be an unpleasant topic to think about, or even talk about, Hewison’s Managing Director Andrew Hewison believes it’s important to plan for the unexpected; particularly true when planning for death, and the financial implications this might have for your family. See more of Andrew’s advice in the Herald Sun on 25 February 2018: http://bit.ly/2Cklwes

Journalist Anthony Keane talks to Hewison MD, Andrew Hewison, on strategies to work around the taxation rules in order to leave as much of one’s money to their loved ones as possible. Printed in Herald Sun newspaper and online (25.02.18).

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email [email protected] or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.