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Where there isn’t a will, then court is often the way

The failure to document how an estate should be legally divided up almost inevitably leads to costly legal battles where lawyers are the only sure winners. Yet about 60 per cent of eligible Australians don’t have a will.

Duncan Hughes | 12th Mar 2025 | More
High Court decision puts cat among inheritance pigeons

This ruling, when coupled with the growing incidence of blended families, COVID-19 promises and the Baby Boomer wealth transfer, will accelerate the growth of legal challenges over inheritances.

Duncan Hughes | 5th Mar 2025 | More
  • Coming clean with the ATO ‘best option’ for SMSF trustees

    Many fund members who breach the super laws just want to sweep it under the carpet. It’s a poor option, with the taxman typically being far more lenient with those who voluntarily disclose any breaches of the SIS legislation.

    Nicholas Way | 26th Feb 2025 | More
    Self-funded retirees should hold the line in turbulent times

    There’s no shortage of factors to have investors on edge, whether it be Trump’s musings, overpriced equities or DeepSeek. Yet there are still opportunities in the markets, especially for active investors.

    Drew Meredith | 18th Feb 2025 | More
  • Women investing better than men as gap between the sexes narrows

    The pace of change may be glacial, but more women are investing now and research confirms this benefits individuals and society more broadly. They’re also better at it than men and rapidly becoming a specific target market for investment product providers.

    Tahn Sharpe | 14th Jan 2025 | More
    Dividend yield in the hand worth keeping for banks’ shareholder army

    Self-funded retirees understand the capital risk in holding the ‘big four’. It’s one they’re prepared to take knowing their effective grossed-up yields are much higher than the nominal figure.

    James Dunn | 4th Dec 2024 | More
    Tough choice for self-funded retirees – term deposits or private credit

    With many economists expecting the Reserve Bank to start cutting interest rates in early 2025, returns on term deposits could feel the pinch. Private credit is an alternative, but those pursuing this investment option will need to do their homework – thoroughly.

    Nicholas Way | 6th Nov 2024 | More
    Some golden rules to help investors pick a mining gem

    Gold stocks have long appealed to market aficionados, and there’s no shortage of choice with 185 miners publicly listed. To assess what’s value, and what’s not, there are some key metrics to help sort the wheat from the chaff.

    Nicholas Way | 6th Nov 2024 | More
    SMSFs have a blossoming interest in the debt markets

    Fixed interest investment by the SMSF sector has been akin to oil and water, comprising a miniscule one per cent of the sector’s net assets. But a growing cohort of these investors are slowly finding the fees, flexibility and returns can make debt a compelling investment story.

    Nicholas Way | 23rd Oct 2024 | More
  • Self-funded retirees could be big losers in APRA’s hybrid proposal

    APRA is looking at the big picture – the stability of the banking system. So, while its proposal to phase out hybrids might make sense from that perspective, it’s going to deprive many of an investment option that has delivered healthy income streams.

    Nicholas Way | 23rd Oct 2024 | More
    Scam alert: ASIC puts investors on notice about upsurge in share theft

    In the past few months, shareholders have been receiving more attention from fraudsters who have been impersonating individuals via identity theft to steal their shares. Tragically, self-funded retirees are often vulnerable with many still reliant on snail mail.

    Nicholas Way | 23rd Oct 2024 | More
    Retirees can rest easy – economics, not politics, influences markets

    One of the most bitterly divisive US presidential elections in history has investors on edge. While it will ensure market volatility, long term it’s the economy that will dictate how markets perform.

    Nicholas Way | 16th Oct 2024 | More
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