Simply put, estate planning involves the arrangements you make while you’re alive for dealing with the money, property and other assets and liabilities you leave behind when you die. Australian law decides what becomes of your things if you don’t. While its provisions are generally favorable, you really want to take control of asset distribution yourself.

This is most often done through a will. While a lawyer is usually involved in creating a will, it should generally do the following things:

Name an executor. That is, put someone in charge of carrying it out.

Take into account tax laws. With a lawyer’s help, you can make sure your choices have as few negative tax implications for beneficiaries as possible.

Protect your assets from being squandered. If a person inheriting can’t be completely trusted, there are provisions and instruments that can help out.

Clearly spell out who gets what. Companies and trusts that aren’t in your name may not be part of your estate in some Australians states, so get your ducks in a row before creating a will.

Deal with your superannuation. It may or may not be paid into your estate, and you might like to make a Binding Death Nomination instead.

Consider family relationships. If your will doesn’t provide for your spouse, children or other dependents, it could more easily be challenged in court.

And that’s not all. Every aspect of your financial and legal life should be reduced to writing in a will to make sure that you’re still in charge of your assets even when you’ve no longer with us. That’s what estate planning is all about. We can help take the stress away from organizing your finances. Give our team a call today and one of our advisors will be happy to help run through your options.

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Anne Street Partners has expanded its taxation division with seasoned tax professional Peter Kennewell heading the new team. The tax division has been boosted to cater for the broad needs of the group’s 4500 clients nationally. The team works closely with Anne Street Partners’ in-house superannuation division, Anne Street Partners Super Solutions, which has also been expanded to bring all of the group’s key services under the one banner.

Mr Kennewell says the integration of the group’s key tax and superannuation services, which will see the tax operations centralised in Brisbane, was aimed at delivering efficiencies and minimising costs for clients. “There are economies of scale by being able to do this all in-house and we’ve been extremely focused on improving the client experience,” Mr Kennewell says. “The fee structure we have come up with has given our clients significant benefit to stay with us.”

Mr Kennewell says the biggest challenges facing tax professionals is keeping up with ongoing changes to taxation legislation. The changes are evident in the expanding volumes of tax law in his office which Mr Kennewell says comprise “fatter volumes and thinner paper” than they did a decade ago. “It’s hard for the average person to keep abreast of changes to both tax and super laws,” Mr Kennewell says.

The Brisbane-based Mr Kennewell understands that tax is the sort of topic most working Australians, and even business owners, prefer to avoid. “They might be good sales people or good professionals in the respective industry, out there generating income the way they know how. They don’t want to sit at home at night and spend hours getting on top of their tax. “We’re trying to educate our clients as to the easiest way to minimise their effort and maximise their results when it comes to tax. “We now have a tremendous team behind us for doing just that.”

Anne Street Partners, with offices in all mainland state capitals, is a non-aligned financial services group that offers clients services in financial planning, tax solutions, wealth creation, superannuation establishment set up, administration and strategies, mortgage brokering, insurance and estate planning.

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RENT roll manager RUN Property has boosted the number of residential leases it has under management through a deal with Lord Aschcroft’s Australian financial services group Anne Street Partners.

Under the agreement, RUN Property will become the preferred referrer of new rental agreements for Anne Street Partners Realty.

It will also oversee the management of Anne Street Partner’s growing rent roll. The deal will bolster RUN’s existing rent roll of 15,000 properties.

To continue reading the article via The Australian please click here

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Choosing a property wisely can pay dividends in the long run – providing a trouble free, low maintenance second income. However, there are many factors which you should always consider to avoid your investment becoming an expensive mistake. When you look to make such a significant purchase, consider the following factors:


Getting the right location is one of the most important factors to consider with any property. A key location, in demand often drives increased equity values in the property through capital gain. Furthermore a key location can also help to attract better quality tenants too, who are generally willing to pay a little more to live in a secure, well connected area.

Ideally, it’s worth considering a property that’s as near to good transportation links, amenities and schools as you can afford. It’ll also help with resale values in the long run.

Don’t forget to think about the pro’s and cons of different location factors – such as being near a busy international airport. It might be ideal for business owners, but not so ideal for families with children. Thinking about who your target market actually is will help you settle on the right area for your market.

Don’t forget that public facilities available nearby, such as hospitals, medical centres, libraries and even post offices are great features to help ensure your property remains easy to market. Close proximity to green spaces such as parks shouldn’t be overlooked at excellent points to consider (especially for people who are fitness conscious) when you come to put your property on the rental market.


Getting the right property to fit the right tenant profile is a key consideration. Before you dive into to buy, look at the area and understand a little of its demographics – who actually lives in the area. This is more important that it might initially seem. An example of it is an area that has a strong older demographic, it is more than likely that someone from outside that demographic won’t consider renting your property. If you were aiming to rent in this area, then a property that has long winding staircases probably won’t suit!

Ensure you look at the property for any potential renovations or improvements that might need to be done. It’s always worth getting a professional to check the building for things like rot, termites, leaks, electrical faults, heating issues. Get some advice on how  much these repairs might cost before signing on the dotted line.

A good property is going to be one that has minimal maintenance issues. You might have to do some work yourself, but to increase your returns you want to keep costs down. If the place has recently been rewired or had new appliances fitted – then that would be a big bonus. Also, consider the potential Body Corporate fees you may incur from an apartment. You don’t want your first investment property to be a major renovation project.


Looking at the market will help you decide what makes a good investment property. If you really wanted a good idea, you could even attend a viewing as a tenant to see how those properties are presented. This will give you a much better idea of what makes an attractive rental property.

We at Anne Street Partners can help you avoid making potentially expensive mistakes in any of these areas – talk to us about how to get your foot onto the property ladder.



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Property can be a lucrative, and in this current economic climate, it is probably one of the best forms of investment.

It is something that can give a good return over time. Buying a property to put on the rental market can give you a healthy second income as well as future investment should you choose to sell the property later.

There are of course many variables and factors to consider, which can be very confusing. But getting these factors right is the key to creating a successful investment.


One of the first things to consider is whether you want to buy a house or an apartment as the prices can vary, you need to remember what you can afford. Do your research and look around the local area where you are thinking of buying property.


It is always a good idea to try and buy in sought after locations, as it will make your property more desirable and there will be an increase in value – however it can be more expensive from the outset. Location can also have a big affect on your rental income.

Also, remember in attracting tenants, your property needs to be attractive. It’s worth confirming that there are good transport links nearby. This is especially true of new developments outside of the main cities. You might get a larger, more modern property, but the connections could be limited – hindering the ability of the tenant getting to their workplace. Having other amenities and schools nearby is also a definite bonus, as it can help you find the right tenants and may again help you to attract a higher rental income.

Investment in propertyAnother excellent driver of capital growth is infrastructure spending. Infrastructure projects support jobs and population growth.

The areas that benefit from these projects generally perform extremely well as they cater well for future growth and attract more people to the area.


One of the most popular ways people finance their first property investment is through equity on their own home. It’s a good asset to tap into, helping you to utilise the equity as a deposit. It can also help you expand further in the future, as your next property investment down the line could be financed by equity from your home and your first investment, giving you more options for finance and more capital.

Another factor to consider is depreciation. It’s worth considering a professional quantity surveyor to produce a depreciation schedule for your property to maximize the deduction that can be available to you. This can lead to some significant tax benefits.


At Anne Street Partners, our team knows more than a thing or two about Property Investments. We offer a wide range of services to suit you, whether you’re considering getting on the property ladder or are already an established investor. Sometimes getting a plan underway and making it happen can seem daunting. Let our expertise guide you towards making a property investment without the hassle.

Give us a call today and find out more – we’ll tell you everything you need to know about getting your property investment started.

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