In the past year, one of the best in the market, Steve Johnson from Forager, has publicly written about the problems the fund is having in Australia, where the WAAAX trade (Wasatch, Append, Afterpay, Altium, Xero) reigns supreme.
In early July, APRA confirmed that the four major banks will be required to increase their total capital ratios by 3 percentage points (down from the initial recommended 4 - 5 percentage points) by 1 January 2024.
Aged care today means many things; from low-level intermittent assistance with gardening and cleaning the house, to integrated home care packages that combine clinical care, personal care and domestic support in the home.
Five variations to a testamentary trust for you to consider
Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).
Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.
Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.