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INHERITANCE News & Analysis

Estate planning made simple, Part I
Personal Finance
Estate planning made simple, Part I
Every year, millions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning....
Noel Whittaker | 17 May 2024
How to incorporate an expected inheritance into your financial plan
Personal Finance
How to incorporate an expected inheritance into your financial plan
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Shani Jayamanne | 13 May 2024
Tax tips for expats and migrants
Personal Finance
Tax tips for expats and migrants
A global personal tax specialist shares tips for minimising your tax burden for investors with cross border assets. 
Shani Jayamanne | 13 January 2024
Should you give your children their inheritance before you die?
Personal Finance
Should you give your children their inheritance before you die?
The issue is likely to be aired more often as Baby Boomers in Australia get older, die richer and leave behind larger bequests.
James Gruber | 16 April 2023
4 dangerous assumptions that could ruin your retirement
Retirement
4 dangerous assumptions that could ruin your retirement
By the time retirement savers realise the error of their ways, it may be too late
Christine Benz | 08 April 2022