SUPERCentral and Townsend Lawyers have launched an estate planning course for advisers amidst growing needs of intergenerational wealth transfer demand.
Effective financial and estate plans will allow investors to enjoy their retirement years without innate fears about cognitive decline, Mick ...
Advisers should focus on tailored solutions when it comes to good estate planning, according to a law firm partner.
It is vital for self-managed super funds to consider their estate planning requirements and understand they may have to take ...
The Treasurer, Scott Morrison, has left little doubt that the super tax concessions will change in the Budget.
Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB ...
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool.
A superannuation lawyer has decried calls for family trusts to pay full CGT, arguing all loopholes around this have now ...
Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
