All Articles tagged with 'estate planning'

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Video: The intergenerational advice challenge and solution – Part 1

From Zurich Financial Services Australia

Part 1: The Challenge and the Estate Planning Solution Zurich’s recent Intergenerational Advice Masterclasses not only brought to advisers deep research, practical solutions and a process to the challenge of

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23 Feb 2015

Estate planning is not just for the wealthy

From SuperCentral

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

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16 Oct 2014

Why do so many people not have a will?

From Townsends Business & Corporate Lawyers

And 2/3rds of existing wills are likely to be out of date More onerous revenue claims against wills/estates have led to the increasing desire to protect estates from future claims ‘Blended

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08 Sep 2014

Major mistakes people make with their wills and how to avoid them

From Austock Life

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

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05 Sep 2014

Estate Planning Service with a true adviser focus

From SuperCentral

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

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01 Sep 2014

Video: Estate Planning

From Zurich Financial Services Australia

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

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22 Jul 2014

Hot business tip number 5: Adopt an estate planning methodology across your business

From Zurich Financial Services Australia

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 ‘estate planning

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28 Mar 2014

Centric Wealth says estate planning central issue for same sex couples

From Centric Wealth

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

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03 Mar 2014

Aon Hewitt selects Equity Trustees for estate planning services

From AON Hewitt

Aon Hewitt has selected Equity Trustees Limited (EQT) to provide an estate planning referral service for its advisers. Through the partnership, Aon Hewitt will have access to the services and

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01 Jul 2013

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

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10 Sep 2012

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 [...]