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ESTATE PLANNING
Expert Analysis
Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...
People & Products
The course will run until the end of March 2021 which will offer advisers training in estate planning for clients....
Financial planning
The Australian Council of Trade Unions has condemned the Government’s proposed changes to self-managed superannuation funds structures as an estate planning vehicle and c...
Features
Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....
Tools & guides
Centuria Life’s Michael Blake looks at investment bonds, compares their features and benefits to super, and explains why they can be an excellent parallel strategy to sup...
Features
Planning for the times beyond your own existence is always a grim prospect, but Chris Dastoor writes that being organised will help reduce unnecessary heartache and hassl...
Financial planning
Deakin University has become the first university in the world to offer a financial planning course with professional accreditation for estate planning....
Expert Analysis
Anna Hacker outlines the significant risks that inexperienced Will executors can pose to clients’ estates....
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...
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...
Features
With an ageing population, increasing longevity and policy reform making superannuation a less suitable tool for leaving wealth, Hannah Wootton looks at what structures p...
Tools & guides
Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...
Financial planning
Around $2.4 trillion will soon be transferred from baby boomers to the next generation, but many people are unprepared, Australian Unity has warned....
Financial planning
The SMSF Association has pointed to the degree to which the Government’s succession of superannuation budget changes has severely complicated death benefits and estate pl...
Superannuation
Members of self-managed super funds may exceed their Transfer Balance Cap after receiving a pension on the death of their spouse, the SMSF Association has cautioned....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...