Investors Voice Category: Estate Planning

This article explains what testamentary trusts are, why they're a star estate planning strategy and also highlights the importance of labelling the purpose of your investments

Estate planning can be a complicated task, with many questions and concerns arising during the process.

Malcolm Duce, a long-standing member of the Australian Investors Association (AIA), recently asked a question about inherited shares and capital gains text (CGT).

Sickness can hit from out of the blue and rob you of your income, derailing your lifestyle and investment goals. Learn from my experience and protect yourself.