Australia’s impending intergenerational wealth transfer needs adviser expertise
Financial advisers will be pivotal in ensuring that wealth is passed on efficiently and in a way that aligns with...
Financial advisers will be pivotal in ensuring that wealth is passed on efficiently and in a way that aligns with...
The inheritance of a reversionary pension is a trigger event for the beneficiary’s transfer balance cap if they are not...
It’s essential to “read the deed” after a member’s passing, even if a trust deed has been drafted specifically for...
The SMSF Association has urged the government to allow a pension reserve to be exited where the recipient had died.
The interplay between reversionary pensions and binding death benefit nominations regarding which one takes priority is a recurring issue for...
Using a spousal contributions strategy to a second spouse can be problematic because money may not naturally flow to children...
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to...
Timing the sale of assets is critical to take advantage of tax opportunities, especially in the event of the Division...
An attorney can make or renew a superannuation binding death benefit nomination but there are a number of conditions that...
The Financial Advice Association Australia said it supports the draft legislation on legacy pensions but has urged the government to...