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


Australia's wealth takes half trillion hit HARRISON WORLEY Latest research shows Australia lost close to half a trillion dollars in wealth at the end of 2018.	L1 eyes $70m for UK property fund KANIKA SOOD L1 Capital's latest UK residential property fund is expecting to raise between $60 million and $70 million as financial planning groups and rich investors hunt opportunities for attractive yields.

Crestone builds investment team KANIKA SOOD The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team.	Pinnacle partners with former Blue Sky executives KANIKA SOOD Pinnacle Investment Management has taken a stake in a new boutique set up by former Blue Sky executives, after it withdrew its bid to take over management of the Blue Sky Alternatives Access Fund last year.

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The long game

LISA GEORGE
GLOBAL HEAD
MACQUARIE GROUP FOUNDATION

The Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth about how the company leverages its resources to affect long-lasting change.

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Anna Hacker

National Manager

FS Private Wealth

How to safeguard your estate

If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...

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Justin Tyler

Director

FS Advice

Positioning portfolios for a late cycle environment

As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...

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Mervin Reed

Director

FS Advice

The life insurance industry in Australia is in trouble

The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...

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Simon Duckett

Adviser

FS Private Wealth

Ten investment lessons for non-profits (Part two)

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).

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