FS Private Wealth - Taxation & Estate Planning Articles

Taxation & Estate Planning Articles

Advice opportunities for retirement and unused leave

STUART SHEARY | Comments | FRIDAY, 14 SEP 2018

Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and ... Read more

Reversionary nominations v binding death nominations

YVONNE CHU | Comments | FRIDAY, 13 APR 2018

With the introduction of the new super reforms, it is time to revisit the key differences and considerations when deciding whether to have an ... Read more

An estate planning survival guide

JONATHAN HOYLE | Comments | FRIDAY, 20 MAY 2016

The purpose of this will and estate planning guide is to help you prepare for the smooth transition of your wealth to your ... Read more

Handing over to the next generation

TONY FITTLER , ELAINE JACKSON | Comments | WEDNESDAY, 10 JUN 2015

Typing "succession planning" into Google will generate approximately 8.1 million search results. Obviously, there is a high level of interest ... Read more

Seven deadly sins of estate planning

ANNA HACKER | Comments | WEDNESDAY, 10 JUN 2015

Developing a comprehensive and well-thoughtout estate plan is the only way of ensuring someone's wishes are carried out after their death but too many ... Read more

Managing the biggest risk to family wealth - The key role of advisers in succession planning

IAN CROSBY | Comments | THURSDAY, 16 OCT 2014

The role of properly structured succession planning in reducing the risks to family wealth is beyond dispute. Yet this most important of all risk ... Read more

Harmony and a Fair Share of Assets are Key to Family Business Succession

RICHARD SHRAPNEL | Comments | WEDNESDAY, 21 MAY 2014

Business succession is not about retirement or getting the best price for your business, it's about passing on a viable business, keeping people in ... Read more

Capital idea: Consider using economic exposure to map portfolios instead of country domicile

PAUL HENNESSY | Comments | WEDNESDAY, 21 MAY 2014

In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming ... Read more

Next Generation Planning

BERT BARDOEL | Comments | TUESDAY, 5 NOV 2013

What decisions need to be made to hand over an economically healthy company that is equipped for the future? How should the course be set so that the ... Read more

Generation Wise

PAUL LUCAS | Comments | MONDAY, 15 OCT 2012

All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the ... Read more

Legacy Planning: It's Not About The Money

LINDA BEERMAN | Comments | MONDAY, 15 OCT 2012

Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means ... Read more

Breaking the silence: helping clients discuss estate plans with their families

DAVID BOKMAN | Comments | FRIDAY, 18 MAY 2012

While many talented wealth management professionals spend an extraordinary amount of time and effort designing elegant, tax-efficient estate plans ... Read more

Latest News


Australian philanthropist donates $100m to journalism DARREN SNYDER Sydney will be home to a new journalism institute next year as part of a $100 million commitment to the profession from philanthropist Judith Neilson.	Asset manager consolidation top of mind for HNWIs DARREN SNYDER More than 95% of high net worth individuals in Asia Pacific are prepared to consolidate assets with their primary wealth manager, provided there's a strong connection. But it's less likely in Australia.

Charity donates $10m to university KANIKA SOOD Owners of an ASX-listed company donated $10 million to a university with campuses in Coffs Harbor and Queensland to fund research.	Philanthropic foundation names new chair DARREN SNYDER As the 2018 FPA Professionals Congress begins today in Sydney, the association's philanthropic arm is welcoming a new chair.

Videos

Brought to you by

Managed account strategies for self-managed super funds (SMSFs)

J.P. Morgan: Making global macro work

Industry Snapshot

Using ESG Ratings to Better Predict The Performance of ETF Portfolios

MORE VIDEOS ►

Get it Monthly

Read the latest news and white papers. Get the FS Private Wealth Monthly Newsletter.

Cover Story

MORE STORIES ►

Giving for impact

SIMON FREEMAN
CHIEF EXECUTIVE OFFICER
PAUL RAMSAY HOLDINGS PTY LTD

When Simon Freeman took the reins at the Paul Ramsay Foundation, he knew very little about the philanthropy. Now he's part of a growing charitable cohort focusing on innovation. Alex Burke writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Simon Duckett

Adviser

FS Private Wealth

Ten investment lessons for non-profits (Part one)

September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).

READ MORE ►

Christopher Page

Managing Director

FS Private Wealth

Dynamic dynasties

The most financially sound family office can rapidly unravel if not enough attention is paid to a core principle, i.e. to build and preserve socio-emotional ...

READ MORE ►

Darren Snyder

Editor

FS Private Wealth

Challenging retirement income

A concept I have heard around the traps this year involves the removal of retirement income from our vocabularies and mindsets. There are industry notables ...

READ MORE ►

Nicole Connolly

Executive Director, Investments

FS Private Wealth

Smaller investors expected to increase allocations to unlisted infrastructure

Australia's larger industry superannuation funds have invested in unlisted infrastructure since the mid-1990s, accessing the benefits and diversification ...

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

FEB

Financial Standard Chief Economists Forum

►

FEB

Financial Standard Chief Economists Forum

►

MAR

Advisers Big Day Out 2019 - Adelaide

►

MAR

Advisers Big Day Out 2019 - Melbourne

►

MAR

Advisers Big Day Out 2019 - Brisbane

►

Your Opinion

MORE POLLS ►

How will a swing towards inflation materially affect your investment strategy?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing