INHERITANCE PLANNING

Financial planning

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning

Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...

Financial planning

Consumers believe professional advice could help them openly discuss finances with their family as less than a quarter have discussed estate and inheritance planning with...

Financial planning

Amid aged care funding discussions, new research reveals 73 per cent of Australians would be willing to forego an inheritance to let older family members enjoy a comforta...

Financial planning

GlobalData has called on wealth managers to establish stronger succession frameworks for the wealth of millionaires....

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MARKET INSIGHTS

One foot out the door

A financial planner is expected to earn between $95,000 and $120,000 per year, depending on the state. Really? I don't...

9 hours ago
JOHN GILLIES

The whole thing is a bit frightening especially the last note where notes on what might be done could result in the need...

1 day 5 hours ago
PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

5 days ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 6 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

4 weeks ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

6 days 7 hours ago