FS Private Wealth - Taxation & Estate Planning Articles

Taxation & Estate Planning Articles

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


Should high-income earners pay charity levy? DARREN SNYDER Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy.	Family offices maintain equity allocations: Study DARREN SNYDER Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged.

Aussie HNWI population grows: Capgemini HARRISON WORLEY Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017.	Socio-emotional wealth key to keeping business in the family: KPMG HARRISON WORLEY Latest family business research from KPMG shows that business families with high socio-emotional wealth are more likely to keep control of the business within the family.

Videos

Brought to you by

Macquarie: Cash flow with confidence

Perpetual Investments: Automating the future

Embracing technology in Australian equities

Advisers Big Day Out Capital Cities Roadshow 2018

The rise of managed accounts - is it disrupting traditional advice?

Fidelity: Why are emerging markets becoming more important in the global economy?

MORE VIDEOS ►

Get it Monthly

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

Cover Story

MORE STORIES ►

Point of difference

MARK LANDAU
JOINT MANAGING DIRECTOR & PORTFOLIO MANAGER
L1 CAPITAL PTY LTD

To L1 Capital co-founder and chief investment officer Mark Landau, success in funds management is all about knowing your value proposition.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Seraina Grunig

Communications Intern

FS Private Wealth

Our next investment: why millennials matter

Identified as a Supertrend by Credit Suisse, millennials' values are key when discussing investment opportunities. Characterized unlike any other generation ...

READ MORE ►

Nick Sladen

Equity Analyst, Australian Equities

FS Private Wealth

Amazon is here: now what?

After a highly publicised build-up and surprising the market by not launching for the 'Black Friday' and 'Cyber Monday' sales1, online retail giant, Amazon ...

READ MORE ►

Christopher Page

Managing Director

FS Private Wealth

Game of thrones

Passing the torch to the next generation is an important step in the family office journey, but it shouldn't be done without careful consideration. Family ...

READ MORE ►

John Dyall

Head of Investment Research

FS Private Wealth

Geiger counter hits the hot zone with ESG fund

Normally the "hot fund" Geiger counter registers well before a fund appears at the top of the performance tables. Not so with the Generation Wholesale ...

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

JUL

Advisers Big Day Out - Bendigo

►

JUL

Advisers Big Day Out - Geelong

►

AUG

Advisers Big Day Out - Newcastle

►

AUG

Advisers Big Day Out - Central Coast

►

AUG

Advisers Big Day Out - Canberra

►

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