Video: The intergenerational advice challenge and solution – Part 1

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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 becoming the “family adviser”, but they also created a forum where advisers shared their endeavours, successes and failures in the quest to become the central […]

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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 assets to warrant an estate plan.  Most people are dead wrong about that. There are five documents that make up a basic estate plan: Will […]

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Why do so many people not have a will?

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And 2/3rds of existing wills are likely to be out of date  More onerous revenue claims against wills/estates have led to the increasing desire to protect estates from future claims ‘Blended families creates potential for unhappy spouses and step children contesting the will The current available survey evidence is that many adults in America do not […]

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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 Austock Life highlights some of the big mistakes that he see in his work with lawyers and financial planners. Not achieving intergenerational wealth transfer objectives […]

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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 Testamentary Manual has been designed specifically to assist advisers in guiding their clients through the intricacies of their testamentary requirements and to gather the information […]

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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 ‘estate planning‘ conjures up thoughts of complex, highly technical advice solutions such as wills and testamentary trusts. Whilst some aspects of a comprehensive estate planning […]

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

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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 ‘estate planning ‘ conjures up thoughts of complex, highly technical advice solutions such as wills and testamentary trusts. Whilst some aspects of a comprehensive estate planning process can indeed be […]

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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 are many areas where those in same sex relationships are given the same rights as traditional couples.  However, as legislation varies amongst states and territories, […]

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Aon Hewitt selects Equity Trustees for estate planning services

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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 assistance of EQT’s accredited estate planning and wills specialists, on behalf of its clients. The service is available to Aon Hewitt’s financial adviser network although […]

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Centrelink attribution & testamentary trusts

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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 beneficiaries? Specialist advice may be needed. The source and control tests for Centrelink attribution of a trust’s capital and income pose challenges for the operation […]

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