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Risk and Return in Estate Planning

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...

2023 FAAA Congress: Insights for Lawyers and Financial Planners

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...

Achieving greater consistency in laws for financial enduring powers of attorney

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...

Managing elder abuse concerns, Power of Appointment and Business Succession Planning

by Clarence Leung | Sep 10, 2023 | Aged care, business law, Decision Making Ability, Elder abuse, Succession, Succession Planning (After Death)

In this article, Clarence Leung, Special Counsel, Autonomy First Lawyers, gives an overview of the issue of elder financial abuse in the context of business succession planning in relation to Enduring Power of Attorney (EPOA) and risk management initiatives. Part 1)...

WARNING! Writing a Will Can Be Dangerous

by Michael Perkins | Jul 12, 2021 | Legal, Medico-legal, Succession Planning (After Death), Uncategorized, Wills

Important Disclaimer: This document is an overview for general guidance only.  It does not replace the need for advice on individual cases. For specific advice, your particular circumstances must be taken into account.   If you have established a Will, Power of...
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Autonomy First Lawyers Pty Ltd
ABN 56 638 723 109 is a law firm for individuals, families, businesses and organisations. Contact us to discuss your needs, after which we will help you plan your next steps.

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