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ESTATE PLANNING News & Analysis
Personal Finance
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
Personal Finance
Implications of inheriting or bequeathing property.
Shani Jayamanne | 29 October 2024
Personal Finance
A look into Power-of-Attorney and why it’s important
Shani Jayamanne | 21 October 2024
Personal Finance
Don’t miss out on a chance to articulate your legacy.
Danielle Labotka | 08 October 2024
Personal Finance
This week’s episode of Investing Compass goes through some expert advice on how to make your will as airtight as possible.
Shani Jayamanne | 07 October 2024
Personal Finance
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.
Shani Jayamanne | 19 September 2024
Personal Finance
Getting your children started early can give them a leg up financially and teach them a critical life skill.
Shani Jayamanne | 03 September 2024
Personal Finance
Should you give your children their inheritance before you die? It's a thorny question asked more often as Baby Boomers in Australia grow older and...
James Gruber | 15 August 2024
Personal Finance
'Putting your affairs in order' is a term that is commonly used when people are approaching the end of their life. It is not as easy as it sounds,...
Noel Whittaker | 23 May 2024
Personal Finance
Every year, millions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning....
Noel Whittaker | 17 May 2024
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