AUSTRALIAN UNITY TRUSTEES

Funds management

The distinction between a general power of attorney, enduring power of attorney and an attorney are often misunderstood, according to an estate lawyer and it is important...

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Expert Analysis

While many of us know we should undertake philanthropic activities, Emma Sakellaris writes, why charitable giving should be a key component of our financial planning....

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Expert Analysis

Anna Hacker outlines the significant risks that inexperienced Will executors can pose to clients’ estates....

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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...

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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...

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Financial planning

People thinking of making donations should now start thinking about 30 June, and whether contributing funds into charitable giving structures may be of benefit....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

5 days 23 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago