Estate planning

Turning inheritance into impact: The once-in-a-generation opportunity facing Australian families

Australia is on the brink of a seismic shift in wealth distribution, with more than $3.5 trillion expected to be transferred from Baby Boomers to Gen X and Millennials in the next two decades. This unprecedented transfer of wealth presents a unique ...

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Australians encouraged to review their estate plans

Individuals should make sure their current estate plan is up to date.

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Why would a person want to set up a trust?

Why would a person want to set up a trust? We list down the reasons that may motivate you ...

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Will v trust: Which is best for you?

Should you create a will or a trust? Learn about their differences to know which is the ...

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Executor of will and power of attorney: What’s the difference?

What is the difference between an executor of will and power of attorney? Let’s discuss their roles and why they are both important tools in estate planning

When is the best time to start estate planning?

One of the biggest misconceptions about estate planning is that you should start ...

Advisers warned on limitations with life expectancy estimates

Jeremy Cooper has highlighted some of the limitations in using average life expectancies ...

Deadly estate planning mistakes and how to overcome them

Estate planning can be a complex process. Here are some of the mistakes you should avoid ...

Death benefit rules ‘due for an overhaul’

With the existing legislation around the payment of lump-sum death benefits leading to inadvertent breaches by SMSFs, a technical expert says a more ...

Why estate planning should be on your to-do list

Why is estate planning important? Here are the reasons why you should prioritise this part of your financial planning.

Most common estate planning myths that refuse to die

There’s a lot of misconceptions surrounding estate planning. Let’s look at the most common myths and set the record straight.

The rise of the brown nomads and tips on how to do it

Grey Nomads are a stalwart of the outback campsite, but COVID has seen a surge in younger families hitting the road: the Brown Nomads.

Critical considerations highlighted with timing of death benefits

Where the payment of death benefits takes longer than six months, it is important that there are valid reasons for this delay and that they are well ...

Does a child have rights to an estate if they mistreated the parent?

A NSW court has ruled whether a child who has mistreated a parent throughout their lives should receive a share in their estate.

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Estate planning

Turning inheritance into impact: The once-in-a-generation opportunity facing Australian families

Australians encouraged to review their estate plans

Why would a person want to set up a trust?

Will v trust: Which is best for you?

Executor of will and power of attorney: What’s the difference?

When is the best time to start estate planning?

Advisers warned on limitations with life expectancy estimates

Deadly estate planning mistakes and how to overcome them

Death benefit rules ‘due for an overhaul’

Why estate planning should be on your to-do list

Most common estate planning myths that refuse to die

The rise of the brown nomads and tips on how to do it

Critical considerations highlighted with timing of death benefits

Does a child have rights to an estate if they mistreated the parent?

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Estate planning

Turning inheritance into impact: The once-in-a-generation opportunity facing Australian families

Australians encouraged to review their estate plans

Why would a person want to set up a trust?

Will v trust: Which is best for you?

Executor of will and power of attorney: What’s the difference?

When is the best time to start estate planning?

Advisers warned on limitations with life expectancy estimates

Deadly estate planning mistakes and how to overcome them

Death benefit rules ‘due for an overhaul’

Why estate planning should be on your to-do list

Most common estate planning myths that refuse to die

The rise of the brown nomads and tips on how to do it

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