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2 April 2025
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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.
The success of this claim on John Hemmes' estate and the unexpected amount involved provides a reminder to ensure you have a robust estate plan in place.
Rule changes are causing modifications in expert advice on super beneficiaries and estate planning, and this checklist can guide your decisions or discussions with your chosen adviser.
Using the example of an artist's body of work being highly sought-after once the artist dies highlights the importance of appointing the right executors - ones that will handle your affairs the way you intended.
When combining family and financial matters, what starts out well can turn ugly. Not only should such dealings be properly documented, but also conducted in strict accordance with those documents.
Superannuation is increasingly attracting the attention of people who expected to be beneficiaries of an estate. Many are dismayed that superannuation is not treated the same as other assets under the will.
Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.
After the recent market slump, it's a good time to brush up on the defensive asset classes – what they are, why hold them, and how they can both deliver on your goals and increase the reliability of your desired outcomes.
Lately, there's been a push by Government for lifetime income streams as a solution to retirement income challenges. We run the numbers on these products to see whether they deliver on what they promise.
The stellar run of the major ASX banks last year left many investors scratching their heads. After a recent share price pullback, has value emerged in these banks, or is it best to steer clear of them?
If you’re struggling to replace the hybrid exposure in your portfolio, you’re not alone. Subordinated debt is an option, and here is a guide on what it is and how it can fit into your investment mix.
Trump’s moves on tariffs, defence, and Ukraine, have awoken European Governments after a decade of lethargy. European small cap manager, Alantra Asset Management, says it could herald a new era for the continent.
Founder-led companies often attract investors due to leaders' personal stakes and long-term vision. But founder presence alone does not guarantee success, and the challenge is to identify which ones will succeed in the long term.