8 October 2026

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Why spending more in early retirement can improve lifetime income It’s time for LICs to die Is it time to bail on Australian stocks?Testamentary trusts survived the trust tax. The drafting battle has just begun.The new capital gains tax trap for your portfolio

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Special Disability Trust

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Disability advice: the niche that’s gone mainstream

Graham Hand
4 April 2014
5

It's bad enough coping with disability without missing out on the services and support available. When it comes to financial planning, every adviser, carer and person with a disability can benefit from knowing their entitlements.

Estate planning for families with carer responsibilities

Claire Williamson
23 August 2013

Gifting an estate absolutely may not be ideal for family dependants who are unable to look after their own financial affairs. Plan ahead and check these tips if you are the carer for a family member.

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Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
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It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

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Marcus Padley
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Testamentary trusts survived the trust tax. The drafting battle has just begun.

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Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

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Shani Jayamanne
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