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ESTATE PLANNING
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....
Life/Risk
The Supreme Court of New South Wales has heard a case on encumbered property which was resolved against a contrary intention....
Features
While the demand and need for financial advice is growing, advisers still feel that there are barriers to client acquisition and that the advice environment is challengin...
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...
Tools & guides
Marcus Evans looks at super changes and what advisers need to know when dealing with SMSFs....
Financial planning
SUPERCentral and Townsend Lawyers have launched an estate planning course for advisers amidst growing needs of intergenerational wealth transfer demand....
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....
Superannuation
Advisers should focus on tailored solutions when it comes to good estate planning, according to a law firm partner....
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 ...
Policy & Regulation
The Treasurer, Scott Morrison, has left little doubt that the super tax concessions will change in the Budget....
Financial planning
Many Australians do not value the importance of estate planning, while half die without a valid will, according to HLB Mann Judd....
Financial planning
Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...