Is it possible to effectively combine wealth building with Estate Planning?

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Introduction Following the article ‘Alternatives to company structures in tax effective investing’ a number of financial advisers are interested to know when you would recommend a bond structure in a client’s portfolio. And at what particular life stage would you recommend an investment bond strategy? Most clients typically spend a lifetime saving and building wealth for […]

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Alternatives to Company Structures in tax effective investing?

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Introduction For Investors seeking the most tax effective investment vehicles there are a number of choices. For many, superannuation may work very well, for some high net wealth investors, they may seek greater diversification and flexibility and often look to other structures to build wealth. Many turn to company structures, setting up private companies to […]

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Estate planning is not just for the wealthy

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Over 2 million small business owners should take action One of the reasons people give for not sorting out their estate planning is that they don’t think they have enough assets to warrant an estate plan.  Most people are dead wrong about that. There are five documents that make up a basic estate plan: Will […]

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Major mistakes people make with their wills and how to avoid them

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Is this a growing problem with conflicts around blended families? Many things can go wrong when preparing wills and setting out clear instructions for dispersing an estate. Ross Higgins from Austock Life highlights some of the big mistakes that he see in his work with lawyers and financial planners. Not achieving intergenerational wealth transfer objectives […]

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Estate Planning Service with a true adviser focus

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Trustees must now pay attention to ownership details and their adviser can help guide them through the process with expert estate planning support. SUPERCentral’s flagship online Estate Planning Guide and Testamentary Manual has been designed specifically to assist advisers in guiding their clients through the intricacies of their testamentary requirements and to gather the information […]

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Video: Estate Planning

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With an ageing population and increasing divorce rates, the demand for estate planning solutions will continue to grow rapidly in both the short and long-term. For many advisers, the term ‘estate planning‘ conjures up thoughts of complex, highly technical advice solutions such as wills and testamentary trusts. Whilst some aspects of a comprehensive estate planning […]

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Estate Planning out of the too-hard basket

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Financial planners can now provide clients with a tangible estate plan in the time it takes to deliver a client review, according to Hans Egger, co-creator of the AstuteWheel Estate Planning suite of tools.   “Planners need to be dealing with estate planning within their practices in order to make sure their client is fully […]

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RI Advice Group launches innovative online Estate Planning Program

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RI Advice Group (formerly RetireInvest) yesterday announced the launch of an Estate Planning Program to its network of over 170 advisers across Australia. Commenting on the launch, Head of RI Advice Group, Darren Whereat said: “It’s important that we connect with the next generation of our current clients and provide quality guidance on this critical […]

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Centric Wealth says estate planning central issue for same sex couples

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Financial planning and estate planning just as important for same sex couples as it is for more traditional unions. Centric Wealth has said that even without recognised gay marriage, there are many areas where those in same sex relationships are given the same rights as traditional couples.  However, as legislation varies amongst states and territories, […]

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Survey reinforces SME’s lack of exit planning jeopardizing future retirement goals

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Reflecting on the disturbing trends that were identified in the June 2013 MGI Australian family and private business survey, Succession Plus Pty Ltd Founder and CEO and President of the Australian Chapter of Exit Planning Institute (EPI), Craig West said that far too many SMEs were jeopardizing their retirement plans and futures through lack of planning and focus […]

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