📊 Did you know?  Roughly 2,250,000 Australians—about 20% of taxpayers—own investment properties, representing around 3.25 million...

As an adviser, guiding your clients through the estate planning process for their holiday home is essential. Ownership structures—whether so

A family home is often the most valuable and emotionally significant asset in estate planning. Ownership type plays a crucial role in determ

Superannuation is often the most substantial investment for many clients, yet advisers frequently focus on accumulation and pension phases,

The functions of a partnership are controlled by the Partnership Act in each state and territory. These Acts state that the death of a...

When a company lacks a formal constitution, it leaves the door open for complications in estate planning. Without clear governance and decis

Without a clear shareholder agreement, estate planning can become a minefield. The transfer of ownership may be uncertain, leading to potent

Owning a company with non-family partners can significantly impact estate planning. Without proper agreements in place, your client’s surviv

The only aspect a Will can direct is the shares your client personally holds.

Advisers, does your client’s unit trust lack a buy-sell agreement? If so, you could be leaving them exposed to significant risks. Without...

Advisers, when your clients hold property through a unit trust, their estate plan needs special attention. Upon the death of a...

Advisers, do your clients hold interests in unit trusts that operate a business? If so, their estate planning could be at risk.

Advisers managing clients with family discretionary trusts must understand a critical distinction: while clients may control trust assets, t

Navigating Family Inheritance for Your Clients If the inheritance is a definite gift, it will be included in their estate and managed accor

If you're considering excluding a family member from your will or reducing their share of your estate, it’s crucial to understand the legal

While free Wills are becoming increasingly available, it's important to remember: there’s always a catch. Some providers are offering...

Advisers, are your clients considering their parents' future needs in their estate planning? As parents age, they may become financially...

When advising clients on securing their family’s future, education funding is a powerful strategy that can also help preserve wealth across

Cheap or free Wills are readily available on the internet, which raises the question: what’s the business model for these services? They’re

Limitations of Binding Financial Agreements (BFAs)