All Articles tagged with 'Marie Brownell'

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Increase in trust and SMSF legal disputes

From Equity Trustees

Marie Brownell, National Manager, Estate Planning, Equity Trustees said the independent trustee and executor had seen a marked rise in legal wrangles over trusts in the past year. There are

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06 Dec 2021

Protect your loved ones from elder abuse

From Equity Trustees

Elder abuse is a horrifying prospect we’ve come to better understand thanks to relentless work by recent media investigations and royal commissions. No one likes to think they (or someone

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15 Jun 2021

Power of attorney appointment does not license early access to inheritance

From Equity Trustees

Understanding your responsibilities if you have a power of attorney appointment for your parents is as much about ethical as well as legal responsibilities, Australia’s leading trustee company, Equity Trustees,

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28 Feb 2020

Do you have the Will to cope with the ‘roaring 20s’?

From Equity Trustees

Not just a new year, but a new decade has arrived – the new ‘roaring 20s’ – but can your Will cope with the decade ahead? “If you think about

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13 Jan 2020

They will sort it out when I’m gone (and other flawed estate planning assumptions)

From Equity Trustees

It’s a common assumption fraught with danger: Many people appoint one of their children to be the executor of their will – expecting (or hoping) that everything will be resolved

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12 Dec 2019

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 [...]