Intergenerational wealth transfer mechanisms that backfire
The baby boomers are by far the wealthiest and best educated generation in…
Will Kits: Pros & Cons for Estate Planning
Will Kits: Should You Use Them? A will kit is an online or…
Binding Death Benefit Nomination
Is Your Superannuation Protected By Your Will? Think Again! A recent Supreme…
Business Succession and Trust Distributions That Don’t Work
1. Introduction This short commentary discusses some of the more common examples of…
Dividend Access Shares
1. Their use raises several taxation issues, including direct value shifting, the debt/equity…
Owen Hodge Best Years – October 2013
Australia’s ageing population is increasingly exploring retirement and aged care accommodation options. However,…