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 Autonomy First Lawyers | Feb 19, 2024 | Private Client Services
You may have heard the term ‘private client law firms’. Indeed, we consider Autonomy First to be a private client law firm. But what does that mean and how does it affect the way we practise law? What is a private client law firm? In summary, a private client law...
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 | Sep 10, 2023 | business law, Financial services, Information technology, Private Client Services, Trusts and Estates, wealth management
Protecting your digital life, not just your digital assets: a reflection on how our digital and analogue lives have become meshed and how this has impacted the world of estate planning. As our digital life has evolved, so have cyber threats. Cyber security is now a...
by Michael Perkins | Jun 4, 2023 | Financial services, Private Client Services, Trusts and Estates, wealth management, Working collaboratively
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Collaboration in the business system sense is a new engine room to drive the evolution of Estates Practice...
by Michael Perkins | Sep 13, 2021 | Autonomy Evaluation, Financial services, Medico-legal, Private Client Services, Research
Autonomy First is excited to announce that we are partnering with Deakin University to support a new research project, Financial Decision-Making Capacity – A Challenge for Advisors. The project is engaging primarily with financial service professionals and the tools...
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