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ESTATE PLANNING
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 ...
Policy & Regulation
The Treasurer, Scott Morrison, has left little doubt that the super tax concessions will change in the Budget....
Financial planning
Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB Mann Judd....
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
Financial planning
A superannuation lawyer has decried calls for family trusts to pay full CGT, arguing all loopholes around this have now closed....
Financial planning
Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they should know what questions to ask....
Tools & guides
Australian state Supreme Court decisions on SMSF estate planning cases have resulted in a new body of law, which show the risks of SMSF estate planning, David Barrett wri...
Financial planning
A change in attitude towards money and out-dated trust fund structures were acting as a lethal combination, leading to increased trust fund disputes....
Financial planning
Australian Unity has entered into an agreement to acquire Flinders Australia as a solution for their estate planning and trustee-type services....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...