The family provision waiver explained

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Peter Townsend from Townsend Lawyers briefly explains how family provision waivers work. Often the waiver seeks to stop an ex-spouse trying to access more assets or actions. This is an... Read more continue reading

Giving only a Life Interest

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Peter Townsend from Townsend Lawyers briefly explains providing a life interest or life estate to the surviving spouse. It is an increasingly common strategy given growth in blended families. This... Read more continue reading

AMP Advice to support practice growth with new Estate Planning Service

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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

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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  

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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

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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

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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

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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

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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

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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