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ESTATE PLANNING News & Analysis

Top tips from experts: find the best professionals to maximise your outcomes
Personal Finance
Top tips from experts: find the best professionals to maximise your outcomes
Industry experts weigh in on their best tips to find great professional partners
Shani Jayamanne | 20 February 2025
What rate cuts could mean for your investment property
Personal Finance
What rate cuts could mean for your investment property
Own an investment property or looking to get into the market? Find out how the RBA's interest rate cut could affect you.  
Simonelle Mody | 18 February 2025
How to talk to your family about your will
Retirement
How to talk to your family about your will
Parents are often uncomfortable talking to their adult children about personal matters, but there are many benefits in having such a conversation.
Don Ezra | 02 January 2025
Avoiding wealth transfer pitfalls
Personal Finance
Avoiding wealth transfer pitfalls
Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of...
Peter Nevill | 20 November 2024
Your inheritance will likely be a house. What should you do with it?
Personal Finance
Your inheritance will likely be a house. What should you do with it?
Implications of inheriting or bequeathing property.
Shani Jayamanne | 29 October 2024
Protecting yourself and your assets
Personal Finance
Protecting yourself and your assets
A look into Power-of-Attorney and why it’s important
Shani Jayamanne | 21 October 2024
How to talk to your family about inheritance
Personal Finance
How to talk to your family about inheritance
Don’t miss out on a chance to articulate your legacy.
Danielle Labotka | 08 October 2024
Chances are your estate will be contested. Here's how to protect it.
Personal Finance
Chances are your estate will be contested. Here's how to protect it.
This week’s episode of Investing Compass goes through some expert advice on how to make your will as airtight as possible.
Mark Lamonica | 07 October 2024
How to create an airtight will
Personal Finance
How to create an airtight will
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.
Shani Jayamanne | 20 September 2024
How to invest for your kids
Personal Finance
How to invest for your kids
Getting your children started early can give them a leg up financially and teach them a critical life skill.
Shani Jayamanne | 03 September 2024