TOPIC

ESTATE PLANNING News & Analysis

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.
Shani Jayamanne | 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 | 19 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
Nine rules to guide you to die with zero
Personal Finance
Nine rules to guide you to die with zero
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
Estate planning made simple, Part II
Personal Finance
Estate planning made simple, Part II
'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
Estate planning made simple, Part I
Personal Finance
Estate planning made simple, Part I
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