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Discretionary Trusts

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Welcome to the Direct Wealth Blog – your trusted resource for expert insights on financial planning, wealth creation, retirement strategies, and much more. Whether you’re planning for your future, managing investments, or wanting to learn more about how professional advice can make a difference, we’ve got you covered. Explore our articles and empower yourself to make informed financial decisions.

Smart Retirement Investments: Choosing the Right Options

Thinking about downsizing as you head into retirement? You’re not alone. Many Australians choose to downsize their homes to make the most of their savings and enjoy a simpler lifestyle. But what does downsizing really mean, and how can it impact your financial situation?

Downsizing for Retirement: A Guide to the Downsizer Contribution

Thinking about downsizing as you head into retirement? You’re not alone. Many Australians choose to downsize their homes to make the most of their savings and enjoy a simpler lifestyle. But what does downsizing really mean, and how can it impact your financial situation?

Understanding Discretionary Trusts: What You Need to Know

What exactly is a discretionary trust, and how does it work? Whether you’re considering setting one up for the first time or just want to understand its advantages, it’s important to know how these trusts operate and the potential tax benefits they offer.

What Is a Family Trust, and Is It Right for You?

If you’re thinking about setting up a family trust, you’re probably looking for a way to protect your family’s assets and ensure they’re passed down smoothly to the next generation. It’s a big decision, and getting it right can make all the difference to your financial future.

Reverse Mortgages in Australia: What You Need to Know

Reverse mortgages can be a financial lifeline for seniors who want to access the equity in their homes without needing to sell or make regular repayments. It’s a popular option for retirees looking to increase their cash flow in retirement while continuing to live in their home.