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

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

3 days 17 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 15 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 18 hours ago