by Autonomy First Lawyers | Apr 21, 2024 | Trusts and Estates
Why you may need to rethink … Are you a trustee, or the director of a company that acts as a trustee, of a discretionary trust? If you are, do you actually know what you are doing?! The Problem I’m the trustee of a discretionary trust, and that means I can do whatever...
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 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...
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