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Inheritance

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How to avoid inheritance fights

Inspired by the papal conclave, this explores how families can avoid post-death drama through honest conversations, better planning, and trial runs - so there are no surprises when it really matters.

Where Baby Boomer wealth will end up

By 2028, all Baby Boomers will be eligible for retirement and the Baby Boomer bubble will have all but deflated. Where will this generation's money end up, and what are the implications for the wealth management industry?

The when and why of four million Australian retirees

Super reviews aggregate retirees into an impersonal number on a chart, but the 2,700 Australians who retire each week are undergoing a major change in their lives. Why and when do they retire and then what?

Who needs the Caymans? 10 ways to avoid paying tax

Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will leave personal income tax carrying a heavy burden for future generations.  

Nine rules to guide you to die with zero

Should you give your children their inheritance before you die? It's a thorny question asked more often as Baby Boomers in Australia grow older and die richer. Do they leave larger bequests or help buy the kids a home?

Planning to make your money last forever

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.

The legal fallout when a carer becomes a partner

Recently, the NSW Court of Appeal reversed an earlier ruling and declared a live-in carer was in fact a defacto partner. Significant financial consequences for the family could have been avoided with preventative action.

Generational wealth transfers will affect all investors

It's not only that 60 is the new 40, but 80 is the new 60. Many Baby Boomers spend up in retirement and are less inclined to leave a nest egg to their children. The ways wealth transfers will affect all investors.

Retirement and Antarctica: start early in setting your goals

Antarctica is on many bucket lists, but planning for enough money in retirement should start decades earlier. Setting goals and seeking advice can elevate a comfortable retirement to a great one.

Top three ways an SMA helps optimise tax

Simpler tax arrangements for investments are a key benefit of separately managed accounts, where after-tax outcomes vary from other vehicles such as managed funds and direct equities.

How a carer inherited an estate

Carers may have a legitimate claim to an estate even if the deceased suffered from dementia when making a subsequent will. The Court seeks to establish whether testamentary capacity was disabled.

Super alternative overcomes access and investment limits

Superannuation remains the most tax-effective savings vehicle for most Australians, but the new limits on caps and amounts in pensions will encourage wealthier investors to consider alternatives.

Most viewed in recent weeks

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

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