Australian Unity Trustees

Funds management

Clearing up the distinctions of power of attorney

The distinction between a general power of attorney, enduring power of attorney and an attorney are often misunderstood, according to an estate lawyer and it is important...

Expert Analysis

Giving philanthropy centre stage

While many of us know we should undertake philanthropic activities, Emma Sakellaris writes, why charitable giving should be a key component of our financial planning....

Expert Analysis

Are your clients’ wills protected from family feuds?

Anna Hacker outlines the significant risks that inexperienced Will executors can pose to clients’ estates....

Financial planning

How can you make clients’ estate plans “foolproof”?

Advisers helping clients with estate planning may need to consider more than they bargained for, with funeral plots and burial rites often causing headaches when inadequa...

Expert Analysis

Understanding vulnerable clients: a growing requirement for financial advisers

As Australia’s population, and planners’ client base, grows increasingly older, advisers need to be positioned to give guidance on powers of attorney, statutory wills and...

Financial planning

Philanthropists need to start thinking about 30 June

People thinking of making donations should now start thinking about 30 June, and whether contributing funds into charitable giving structures may be of benefit....