Long-term thematic trends, increasing demand for exposure to the technology sector, sustainable investing, and the rise of ‘smart beta’ investing, have largely driven the release of three new BetaShares funds.
Year-to-date, the gold price has risen by almost 25% in both USD and AUD terms. In doing so, it has not only strongly outperformed traditional investment markets, but also provided much needed portfolio diversification for investors.
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.