ESTATE PLANNING
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....
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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...