AMP Advice to support practice growth with new Estate Planning Service

From

AMP Advice has partnered with leading fintech Yodal to provide financial planning practices with access to a comprehensive Estate Planning Service. Practices in AMP’s network can now elect to incorporate... Read more continue reading

Lost deeds can destroy a trust

From

Trusts are most commonly established by a deed. Those deeds contain the terms or rules that control how the trust can be used, and the rights and duties the various... Read more continue reading

Grey divorce and estate planning  

From

Divorce at any age is tough. When you’re older at the time of divorce, it’s crucial that you consider how you split your assets and the implications this will have... Read more continue reading

Generation Life reveals new Estate Planning features and Investment Bond upgrades

From

Generation Life, Australia’s leading provider of innovative tax-effective investment bond solutions, revealed enhanced new features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to continue to help financial advisers support their... Read more continue reading

True love means ensuring your loved ones are in your will this Valentine’s Day

From

Along with the chocolates, flowers and dinners – all of which are great but fleeting traditions associated with Valentine’s Day – Australia’s leading trustee company is urging all Australians to... Read more continue reading

Advice client philanthropy – a consumer protection perspective

From

Compile a list of the biggest emerging trends in financial advice, and the growing client interest in philanthropy is likely to figure prominently. This should come as no surprise, sandwiched... Read more continue reading

6 reasons why there’s never been a better time to offer estate planning services

From

If there were a prize for the financial advice topic with the most associated myths and misunderstandings, estate planning would have to be in with a strong chance. “It’s all... Read more continue reading

Increase in trust and SMSF legal disputes

From

Marie Brownell, National Manager, Estate Planning, Equity Trustees said the independent trustee and executor had seen a marked rise in legal wrangles over trusts in the past year. There are... Read more continue reading

Changing your mind about your enduring power of attorney

From

Has the relationship with your attorney tarnished? An Enduring Power of Attorney (POA) is a significant legal document necessary for empowering an ‘attorney’ to make decisions on your behalf. These... Read more continue reading

When you have seen one blended family – you’ve seen one blended family

From

Many lawyers talk about ‘blended families’ as if they are all pretty much the same. Like, if you’ve seen one, you’ve seen them all.  But that is not the case... Read more continue reading