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The gift that may not keep on giving
A recent court decision gives pause for thought around the use of gift and loan back arrangements to protect assets...
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How to deliver certainty in life insurance
With fully underwritten life insurance, you know exactly what’s covered before the worst happens. Brought to you by NobleOak...
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What’s the future for CAs and trusts in NZ?
Given the increased obligations new NZ legislation imposes on trustees, CAs have had to question their involvement in trusts...
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Are you leaving a tax bomb in your will? Estate planning pitfalls
Australia has no death tax, but bequeathing your superannuation to adult children could land them with a big tax bill...
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Death, super and confusion: rewriting Australia’s death benefit rules
Complex death benefit rules around superannuation payouts are a dog’s breakfast, but improving the regulations won’t be easy...
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Tricks and traps of advising families: an accountant’s view
People’s longer lifespans are affecting family business succession plans and estate planning. What should advisers do?...
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Two more super fund death benefit court cases
Both cases involved no binding nomination and no valid will...
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Want to pay for groceries even when you can't work?
Income protection provides for you and your family when you can’t work, including helping to pay your everyday bills...
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SMSFs back in the spotlight
As a Royal Commission starts hearings into Australia’s super and SMSF sectors, pressure is growing for a regulatory shake-up...
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Unstoppable forces disrupting the finance industry
New, low-cost business models are disrupting the traditional, high profit margin finance industry...
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Are SMSFs losing their lustre?
Self-managed superannuation funds (SMSFs) have been embraced by Australians, but are they damaging Australia’s robust superannuation system?...