Why inheritance asset protection is necessary

With more than half of marriages and de facto relationships ending these days, parents are reconsidering how they structure their wills with testamentary trusts to protect their assets and avoid their legacy ending up in the wrong hands. Inheritance and wills can be complicated at the best of times. Clients often ask how they can […]

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Queensland’s outrageous tax grab

Fresh off the back of the announcement to raise the royalties on mining companies in Queensland, in other words establishing their very own “mining super profits tax” the Labor Government has turned its sights on the rental income of Queenslanders by increasing land tax on property owners. The move is unprecedented, the laws untested and […]

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Levy Report raises concerns

The Government’s Quality of Advice Review is meant to ensure Australians have access to high quality, affordable financial advice. But the recent release of Michelle Levy’s consultation paper has generated significant concern in the independent advisory industry, and for good reason. Levy’s proposals suggest easing the compliance burden on advisers to increase financial accessibility justifies […]

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Katie Robinson becomes VISIS private client adviser

VISIS team member Katie Robinson has recently moved into the Private Client Adviser role following the successful completion of her professional year and becoming an Authorised Representative of VISIS. After gaining her bachelor’s degree in property economics, majoring in applied finance and economics, Katie joined the VISIS team a client services officer in 2018. Deciding […]

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Meet the team: Brett Fordyce

After beginning his career in Auditing, Associate Financial Adviser Brett Fordyce made the move to financial planning as he sought a more client-focused role. Having just commenced a Master of Financial Planning when joining VISIS, Brett was also keen to build on practical skills that would complement his studies. During his time at VISIS, Brett […]

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