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...

image
Tools & guides

Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....

image
Financial planning

SUPERCentral and Townsend Lawyers have launched an estate planning course for advisers amidst growing needs of intergenerational wealth transfer demand....

image
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....

image
Superannuation

Advisers should focus on tailored solutions when it comes to good estate planning, according to a law firm partner....

image
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 ...

image
Policy & Regulation

The Treasurer, Scott Morrison, has left little doubt that the super tax concessions will change in the Budget....

image
Financial planning

Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB Mann Judd....

image
Financial planning

Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....

image
Financial planning

A superannuation lawyer has decried calls for family trusts to pay full CGT, arguing all loopholes around this have now closed....

image
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....

image
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...

image
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....

image
Financial planning

Australian Unity has entered into an agreement to acquire Flinders Australia as a solution for their estate planning and trustee-type services....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Random

What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...

3 days 15 hours ago
JOHN GILLIES

The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...

4 days 12 hours ago
JOHN GILLIES

How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...

4 days 12 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 4 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago