Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....

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...

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...

Deakin University has become the first university in the world to offer a financial planning course with professional accreditation for estate planning....

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

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...

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...

With an ageing population, increasing longevity and policy reform making superannuation a less suitable tool for leaving wealth, Hannah Wootton looks at what structures p...

Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...

Around $2.4 trillion will soon be transferred from baby boomers to the next generation, but many people are unprepared, Australian Unity has warned....

The SMSF Association has pointed to the degree to which the Government’s succession of superannuation budget changes has severely complicated death benefits and estate pl...

Members of self-managed super funds may exceed their Transfer Balance Cap after receiving a pension on the death of their spouse, the SMSF Association has cautioned....

The Supreme Court of New South Wales has heard a case on encumbered property which was resolved against a contrary intention....

While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...