by Michael Perkins | Jun 9, 2024 | Financial services, Private Client Services, Working collaboratively
Sir Ninian Stephen Lecture 23 May 2024 Equity Trustees have now released the paper presented by Peter Bobbin in Sydney on 23rd May 2024, titled Super Tax Death Strategies; Tax Scheme or Clever Planning? Peter’s paper is a timely reminder as we approach the 30th June...
by Michael Perkins | Dec 13, 2023 | Financial services, Opinion, Power of Attorney and Guardianship, Trusts and Estates, wealth management
In his article, Is My Wealth Actually Diversified?, Liam Walker of Maqro Capital Pty focuses on hard decisions in managing investment portfolios for long term results – think of that as crafting choices about how to invest your financial or investment assets. Our...
by Liam Walker | Dec 13, 2023 | Financial services, Opinion, wealth management, Working collaboratively
A guest blog by Liam Walker, Associate Advisor, Maqro Capital Pty Ltd When we have conversations with our clients regarding risk management, we are often asked “Is my portfolio diversified from as much risk as possible?” With that, one of the most common...
by Michael Perkins | Dec 6, 2023 | Financial services, Opinion, Power of Attorney and Guardianship, Trusts and Estates, wealth management
Grow together: the importance of collaborative working as a business model The Financial Advice Association Australia (FAAA) was formed in April 2023, from a merger of the Financial Planning Association of Australia Limited (FPA) and the Association of Financial...
by Ian Raspin | Nov 13, 2023 | Financial services, Private Client Services, wealth management, Wills
This article was written by Ian Raspin, Managing Director of BNR Partners and Chair of Step Australia, who has been specialising in the taxation of deceased estates since 2000. For more useful articles from BNR Partners, please see...
by Michael Perkins | Nov 12, 2023 | Elder abuse, Financial services, Opinion, Power of Attorney and Guardianship, Trusts and Estates, wealth management
It is time to have your say about achieving greater consistency in laws for financial enduring powers of attorney. The Federal Government has released a Consultation Paper focused on addressing financial elder abuse and achieving greater consistency in laws for...
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