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)

In blended families, estate planning can be a complex and sensitive issue, particularly when children from prior relationships are...

We are thrilled to share that our co-founder, Chris Hill, recently appeared on the SMSF Adviser Show podcast, hosted by Keith Ford and...

Ensuring your clients' estate plans are thorough is crucial, especially if they have minor children under 18.

As an adviser, understanding the intricacies of the Family Law Act is crucial, especially when dealing with clients who have been in...

NSW SMSF Advisers: The wait is over! Inherit has released the SMSF Power of Attorney for New South Wales this afternoon. Our special...

When a client has previously entered into a Binding Financial Agreement (BFA) with another person regarding a prior relationship, it's...

A Binding Financial Agreement (BFA) is an important legal instrument designed to formalise the division of financial interests and...

In situations where individuals are living separately from their spouse, it becomes crucial to address various aspects of estate planning

Dealing with a separation from your spouse can be emotionally taxing. Amidst these changes, it's essential to address your estate...

Unlocking the Secrets of De Facto Relationships and Estate Planning

As a New South Wales resident, it's crucial to understand the unique notional estate laws that can impact your estate planning. These...