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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

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... Read more continue reading

Have conversations about aged care sooner rather than later

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Unpalatable as it may be, clients should be encouraged to have sensitive discussions with their families about aged care needs sooner rather than later if they want to avoid potential... Read more continue reading