Advice
Estate planning guidance for advisers, including wills, testamentary trusts, beneficiary nominations, and intergenerational structures.
More retirees and rising complexity: the challenge facing advisers
KeyInvest’s Craig Brooke says structural shifts in demographics, regulation and private markets are converging, and advisers will need to respond faster than...
Why 2026 marks a turning point in estate planning
As new super taxes bite and trust structures come under sharper scrutiny, 2026 is emerging as the year estate planning shifts from tax minimisation to...
Have we been positioning retirement advice all wrong? New report plots the way forward
Retirees are laden with human behavioural biases, and coupled with the complexity of the superannuation and retirement systems, that means poor decisions...
Power of attorney practices 'inconsistent', and under-served by advisers: Report
A landmark report has uncovered a frightening lack of understanding about a financial enduring power of attorney, with financial advisers surprisingly...
$3.5 trillion wealth transfer disputes mean families need to think outside the box
With so much capital changing hands through estate transfers in the next few years, the potential for confusion and contention is high. A new whitepaper from...
Investment bonds 'ideal vehicle' to protect will wishes: Foresters
Transferring wealth between estates can be problematic, but investment bonds can add surety by dint of their position outside of a deceased estate according to...
High court ruling gives certainty on binding nominations
Self-managed super funds have once again returned to popularity in recent years, with establishments seeing growth once again, as more Australians become...