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ESTATE PLANNING
People & Products
Generation Life has revealed investment bond upgrades as well as enhanced features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to support wealth transfers...
Features
Research shows that many people are unprepared when it comes to planning for death. What are advisers offering to support clients in this area and is there more that coul...
Financial planning
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
People & Products
Midwinter has integrated with estate planning platform Inherit Australia to help advisers have easier estate planning conversations with their clients....
Financial planning
About 90% of Australians believe end-of-life planning is important according to new research, but two-thirds have flagged challenges that are preventing them from taking ...
Financial planning
Many families are ill-equipped to handle estates after a loved one has died but there are four steps for advisers to smooth the process, according to Australian Executor ...
Features
While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....
Expert Analysis
Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...
People & Products
The course will run until the end of March 2021 which will offer advisers training in estate planning for clients....
Financial planning
The Australian Council of Trade Unions has condemned the Government’s proposed changes to self-managed superannuation funds structures as an estate planning vehicle and c...
Features
Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....
Tools & guides
Centuria Life’s Michael Blake looks at investment bonds, compares their features and benefits to super, and explains why they can be an excellent parallel strategy to sup...
Features
Planning for the times beyond your own existence is always a grim prospect, but Chris Dastoor writes that being organised will help reduce unnecessary heartache and hassl...
Financial planning
Deakin University has become the first university in the world to offer a financial planning course with professional accreditation for estate planning....
Expert Analysis
Anna Hacker outlines the significant risks that inexperienced Will executors can pose to clients’ estates....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...