Estate Planning

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Centrelink attribution & testamentary trusts

From Michael Perkins - MPerkins Lawyers

Do your clients with testamentary trusts have beneficiaries who are Centrelink administered benefit recipients? Have you discussed how these arrangements will operate and the impact they will have on the... Read more continue reading

10 Sep 2012

Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

From Craig Meldrum - Australian Unity Personal Financial Services

It is surprising how often I receive calls from advisers asking me to explain how Centrelink will treat their client’s family trust or private company, predominantly for Age Pension eligibility.... Read more continue reading

23 Jul 2012

Estate Planning: a client-led context for financial advice

From Michael Perkins - MPerkins Lawyers

In Chapter Seven of its final report, the Ripoll Committee has called for the creation of a professional standards board for financial advisers. Irrespective of the fate of this recommendation,... Read more continue reading

12 Jul 2012

Retirement can lead to a feeling of abandonment

From Equity Trustees

It is increasingly recognised that the need for financial advice grows rather than declines in retirement. Yet many baby boomers will find that their financial adviser will also retire at around... Read more continue reading

06 Jun 2011

Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

From Craig Meldrum - Australian Unity Personal Financial Services

This Article was updated on July 23, 2012 – To see the update click here . It is surprising how often I receive calls from advisers asking me to explain how... Read more continue reading

22 Nov 2010

Intestacy

From Pinnacle Financial Services Academy

Each State has its own laws and arrangements that apply when someone dies without a will. The NSW law on intestacy changed on 1 March 2010, and so this is... Read more continue reading

26 Apr 2010

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CPD: Tax and Self-Managed Super Funds
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Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
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The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
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Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
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