With Generations X, Z and Millennials in the early stages of a wealth transfer that will place an estimated $3.5 ...
Accountants and advisers need to explain to clients with blended families how death benefit payments may be impacted by regulations.
As retirement approaches, it's essential to strategically reduce debt while maximising wealth growth efficiently to achieve financial goals.
The latest episode in Rupert Murdoch’s succession plan has all the expected plot development techniques.
An inherited residence can attract CGT, highlighting the need for proper estate planning so beneficiaries aren’t penalised with a large ...
Even if dealing with younger clients, advisers should be asking end-of-life questions to ensure SMSF deeds cover all contingencies, says ...
There are several things to consider if a client decides to make a deathbed withdrawal, says an industry educator.
Superannuation cannot be dealt with under a will so it is vital that a comprehensive estate plan is written including ...
A death benefit guardian is a way to add flexibility around paying death benefits, says an industry specialist.