ESTATE PLANNING
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...
Features
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...
Tools & guides
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...
Financial planning
Around $2.4 trillion will soon be transferred from baby boomers to the next generation, but many people are unprepared, Australian Unity has warned....
Financial planning
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...
Superannuation
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....
Life/Risk
The Supreme Court of New South Wales has heard a case on encumbered property which was resolved against a contrary intention....
Features
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...
Features
Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are em...
Tools & guides
Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....
Financial planning
SUPERCentral and Townsend Lawyers have launched an estate planning course for advisers amidst growing needs of intergenerational wealth transfer demand....
Tools & guides
Effective financial and estate plans will allow investors to enjoy their retirement years without innate fears about cognitive decline, Mick O’Brien writes....
Superannuation
Advisers should focus on tailored solutions when it comes to good estate planning, according to a law firm partner....
Tools & guides
It is vital for self-managed super funds to consider their estate planning requirements and understand they may have to take additional steps when compared with those in ...
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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...