All Articles tagged with 'Anna Hacker'

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RESPECT: find out what it means for your Will

From Australian Unity Trustees

The recent case involving the estate of American soul music legend Aretha Franklin highlights the importance of ensuring all family members–especially the sick and elderly–are aware of the details of

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24 Sep 2019

Game of Thrones finale throws up estate planning challenges

From Australian Unity Trustees

(Warning – spoilers ahead) While the decision about who will sit on the Iron Throne has been well and truly decided in the Game of Thrones (GOT) finale, the estate

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24 May 2019

Funeral and property disputes impacting women

From Australian Unity Trustees

There has been an increasing number of disputes following the death of a family member, in large part because people didn’t communicate what they planned to do with their assets

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28 Feb 2019

Debt ridden estates can cause challenges for executors

From Australian Unity Trustees

Managing the debts in deceased estates is an increasingly complicated area for executors and family members to deal with, and it is important they are aware of their responsibilities and

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05 Nov 2018

Digital graveyard complicates estate planning

From Equity Trustees

With a myriad of statisticians now trying their hand at calculating when Facebook will have more dead “memorialised” members, than living ones, planning for the ownership of digital assets in

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11 Jul 2018

Don’t overlook the value of Powers of Attorney in estate planning

From Australian Unity Investments

Say “estate planning” and most people think of a Will. But while a Will is an extremely important document, the value and importance of having an Enduring Power of Attorney

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12 Jun 2018

Managing family expectations can help avoid challenges to Wills

From Australian Unity

The growing trend for people to challenge Wills is set to continue as baby-boomers leave significant wealth behind – but perhaps not in the way that family members expect, says

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15 Feb 2018

Rising dementia rates to impact estate planning

From Australian Unity Investments

As Australia’s population ages, the number of people who will be affected by dementia is a growing issue, and as well as the personal and emotional impact of dementia on

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24 Nov 2017

Digital footprints on death – why they matter

From Australian Unity

Social media accounts live on after their creators die, and their existence can create uncertainty for estate executors as well as distress for family members, says Anna Hacker, national manager,

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06 Nov 2017

Five tips on reviewing an estate plan

From Equity Trustees

People who have already written a Will shouldn’t view it as a “set and forget” document but should be reminded by their advisers to review and update it regularly, said

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10 Mar 2016

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]