AUSTRALIAN UNITY TRUSTEES
Funds management
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
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
Anna Hacker outlines the significant risks that inexperienced Will executors can pose to clients’ estates....
Financial planning
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
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
People thinking of making donations should now start thinking about 30 June, and whether contributing funds into charitable giving structures may be of benefit....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...