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28 December 2025
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Most people do not spend enough time thinking about achieving the best outcomes from their estate or gifts and loans before they die. Consider a trust to look after the needs of all your descendants, forever.
An aging couple who question their ability to run their own fund look for ways to manage the next step - but without children to assist what can they do? There are potential solutions using NSW Trustee and Guardian.
Most people pay cursory attention to estate planning, limited to a will and maybe a chat with the children. Those who want to make their intentions clearer and easier for others should check these quick tips.
Estate planning involves making a lot of difficult decisions. In Part 3 of this series, three often-overlooked issues are explored: power of attorney, superannuation death benefits, and insurance.
Most people do not spend enough time thinking about achieving the best outcomes from their estate. Here's a novel idea: set up a trust to look after the medical and education needs of all your descendants. Forever.
Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".
The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement.
Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.
I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.
In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.
It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.