All Articles tagged with 'Anna Hacker'

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Valentine’s Day for de facto and same sex couples: Get a Will

From Equity Trustees

Red roses and candlelit dinners may be the traditional way to celebrate Valentine’s Day, but a more useful way to demonstrate deep commitment to your partner is to talk about

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12 Feb 2016

New year, new Will: Estate planning tips for 2016

From Equity Trustees

New year financial resolutions are common at this time of year, but one overlooked yet important action to take is to sort out Wills and estate plans, says Anna Hacker,

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08 Feb 2016

Elder abuse: Planners need to recognise the warning signs

From Equity Trustees

Changes in your elderly client’s personality, an indication that the client is becoming increasingly reliant on others, or seeing other people increasingly speaking on behalf of your elderly client and

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18 Nov 2015

Will apps and digital options may create estate planning disasters

From Equity Trustees

There’s an app for that, or so the saying goes, but the rise of Will apps for android and iPhone, as well as the digital trend to supplement a written

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11 Sep 2015

Seven deadly sins of estate planning

From Equity Trustees

A comprehensive, well-thought-out Estate Plan is the only way of ensuring someone’s wishes are carried out after their death but many still get it wrong, says Anna Hacker, Wills and

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22 Apr 2015

New appointments to wills and estate planning team meet increased business demand

From Equity Trustees

Growth in demand for its wills and estate planning business has seen Equity Trustees appoint two new recruits. Ms Catherine Elversson and Mr Andrew Woods have been appointed as estate

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27 May 2014

Too many families powerless when elderly decline mentally

From Equity Trustees

Far too many retired Australians have not granted a financial Enduring Power of Attorney, which can lead to problems for their loved ones and unnecessary family conflict, said Anna Hacker,

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15 Jan 2014

DIY Wills can be a recipe for disaster

From Equity Trustees

While it is good news that more Australians are becoming aware of the need to have a Will, it is concerning that many are taking the “do it yourself” path

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28 Jun 2013

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 [...]