wealth intelligence
A deeper look at the things that matter

Trusts: Understanding Appointors and Successor Appointors
New Tax on Superannuation: Update on Proposed Changes
Death Benefit Nominations
Are there sovereign risks to wealth for Victorians?
Tax Planning – No longer a rush job in June
When Superannuation Fails You
What is Missing from Your Estate Plan?
Small business owners: a successful wealth management case study
ETFs – a trap for young players?
No One Plans to Die. But You Should Plan for It.
Petrol Prices and the ‘Crack Spread’
Upcoming Changes to Your Superannuation: Here’s What to Expect
The perils of index investing
6 member SMSFs – does it make sense for you?
Archives
Phishing scams are on the rise. Here’s how to stay safe online.
Covid-19 has meant that daily activities like work, socialising, shopping,...
First Samuel Limited
Level 16, 500 Collins Street,
Melbourne, VIC 3000 Australia
P: +613 8610 9222
E: mail@firstsamuel.com.au
Let's talk about you
WHAT WE DO
GET TO KNOW US
Get the latest
Any advice contained on this website is of a general nature only and has been prepared without taking into account your personal objectives, financial situation or needs. Because of that, before acting on any advice on this website, you should consider whether the advice is appropriate for you having regard to your objectives, financial situation and needs. If you wish to seek personal financial advice from First Samuel please contact us to arrange a meeting either by phoning 03 8610 9222 or clicking here.
© Copyright First Samuel Limited 2022 | AFSL: 225405 | ABN: 51 086 243 567 | Privacy Policy