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Now & Next latest edition
Welcome to the Autumn edition of Now & Next… our quarterly Financial Planning newsletter In this edition… Three things you should know before investing in multi-generational living Granny flats and multi-generational housing have garnered a lot of media attention lately […]
Unlock the Essentials of EVs: Practical Insights
Are you considering upgrading your vehicle? Have you explored the benefits of electric vehicles (EVs)? The Government’s push for consumers to choose electric vehicles represents a shift towards more affordable and sustainable transportation options, with the added benefit of tax […]
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Client Identity Verification
As a Tax Agent and in compliance with requirements of the Tax Practitioner’s Board, O’Brien Accountants & Advisors now requires verification of client identities prior to providing our services. Strong client verification helps to reduce the risk to tax practitioners […]
Reducing Estate Tax
One of the considerations of financial planning is determining how you can minimise estate tax, reduce legislative risk and maximise the legacy you leave for your loved ones. In this real life client scenario we explain how we achieved this […]
Protecting you and your family
Insuring your car, home or other possessions makes sense. So why do so few of us insure ourselves? If illness or injury stopped you from working for an extended period, could you keep paying your bills? Personal risk insurance gives […]
Estate Planning
Estate planning involves much more than having an up-to-date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries. What is estate planning? Estate planning involves […]