• About
  • Contact
  • Sponsorship
  • Join Now
  • Members Login
  • Search
  • Events
  • Webinars
  • Magazine
  • Education
  • Resources
  • Advocacy
  • Members
  • Log in
  • Search
  • Menu

Investors Voice Category: Exclusive Member Content

AIA print iv 970x160
Investing • Exclusive Member Content • Stock Picking • Market analysis
47 days ago
wall st

Top 3 stocks with over 50% upside, according to top analysts

Wall St. Rank Founder Amrit Rupasinghe shares three stocks with 50%+ upside based on ratings from top analysts.
By Amrit Rupasinghe*
0 0
Estate Planning • Legal Capacity • Wills • Exclusive Member Content
7 months ago
Untitled design35

Estate planning, capacity issues and joint financial goals: Part 4

Estate planning – what is legal capacity and what can go wrong when capacity is in question
1 0
iPartners People banner
Advertisement
Stock picks • Investing • Market outlook • Exclusive Member Content
7 months ago
Untitled design34

Angie Ellis’ two stock picks for 2022

*Angie Ellis, a well-known full-time investor who first came to fame playing The Sunday Age / SMH shares race game, shares her two top stock picks for 2022 and her...
1 0
Stock Picking • Market outlook • Exclusive Member Content
7 months ago
Untitled design33

Two stocks to buy in 2022 – Charlie Aitken

Charlie Aitken, Founder and CIO of Aitken Investment Management (AIM) shares two stocks worth considering for your portfolio for 2022.
By Charlie Aitken*
1 0
Market outlook • Investing • Shares • Exclusive Member Content
7 months ago
Untitled design27

2022 looks familiar, though not quite the same

This might come as a surprise to many readers, but, reading through investment strategy reports for 2022 and listening to funds managers on webinars, there is far more agreement than...
By Rudi Filapek-Vandyck | Editor | FNArena*
1 0
Superannuation • Bonds • Tax • Exclusive Member Content
8 months ago
Untitled design24 v2

Estate planning, super proceeds trust, investment bonds and taxation: Part 3

Part 3 of our four-part Estate planning series provides detailed insights into superannuation proceeds trust, how they work, investment bonds, estate planning and taxation.
By Lucy Percy and Tim Henry*
0 0
9c57ef40 7c86 589a 36f1 0c1547186233
Advertisement
Testamentary trusts • Estate Planning • Exclusive Member Content
9 months ago
Untitled design11

Estate planning, testamentary trusts and labelling your investments: Part 2

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
By Lucy Percy & Tim Henry
1 0
Exclusive Member Content • Shares
10 months ago
Untitled design 51

Eight tips on how to find highflying stocks

Angie Ellis is a well-known full-time investor who first came to fame playing The Sunday Age / SMH shares race game. Her portfolio regularly returns 40% plus and delivered 55% last financial year. In this article, she shares her tips on how to uncover highfliers.
By Angie Ellis
2 0
Retirement • Financial Planning • Exclusive Member Content
15 months ago
Untitled design 12 v2

What is the FIRE movement and is it right for you?

The (financial independence, retire early) FIRE movement is gathering momentum around the world. This article highlights three steps to achieve FIRE and points out some common mistakes that most Australians make that are inadvertently anti FIRE.
By Adam Leigh*
1 2
Exclusive Member Content • Technology
15 months ago
Untitled design 11

Powering the cloud

Despite seeing double digit growth for close to a decade, cloud computing is still considered an emerging ‘theme’.
By Drew Meredith
1 0
IPOs • Exclusive Member Content
17 months ago
IPO ASX 2021 AIA

Can the IPO bull market continue?

Last year was an incredible year for initial public offerings in both Australia and the US, but what are the prospects for more bumper gains in 2021?
By Drew Meredith
4 0
Exclusive Member Content • Shares
19 months ago
past and present

Invest In The Future, Learn From The Past

A company's past track record can provide a whole lot of confidence about its future. Usually I now start referring to CSL, or REA Group, or Carsales, but I am grabbing this opportunity to use the example of a lesser known all-weather performer
By Rudi Filapek-Vandyck
4 0
Exclusive Member Content • SMSF
20 months ago
ask the expert

Ask the expert - An Individual or Corporate Trustee?

Question - My husband and I are trustees of our SMSF. We are considering a change to a corporate trustee SMSF structure. Could you please outline the difference? What are the benefits and limitations of the two structures?
By Damian Grech
0 0
Exclusive Member Content
21 months ago
ask the expert

Ask the Expert

SMSF Serviced Apartment Investments – Problems with COVID-19
By Christopher Lane
2 0

Popular Articles

  • Super changes you need to know about
    by Shane Ellis*
  • SMSF estate planning and death benefit nominations
    by Shane Ellis*
  • Seven steps for managing inheritance
    by Vanessa Stoykov*
  • Australians snap up gold as market uncertainty rises
    by Jaspar Crawley*
  • Five retirement planning pitfalls to avoid

Subscribe to Investors Voice Magazine

AIA Investorvoice TIPT Aug 300x250 1 v2
Advertisement
Advertisement

Lucy PercyFive 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.

Don't show this form again

By entering your details here you are agreeing to receive our monthly newsletter, Investors Voice and other partner promotions.

Subscribe to Investors Voice Magazine

Stay up to date with our latest news, education and events

  • About
  • Contact
  • Sponsorship
  • Join Now
  • Facebook
  • Twitter

Events
  • Upcoming webinars
Webinars
  • Past Webinars
Magazine
  • Investing
  • Shares
  • Property
  • Bonds
  • Cryptocurrency
  • Diversification
  • Superannuation
  • Financial Planning
  • SMSF
  • Economics
  • Stock Picking
Education
  • Investment Basics
  • Fixed Income
  • Shares
  • Property
  • Other Investments
  • Portfolio Management
  • Borrowing
  • Superannuation
  • Estate Planning
Resources
  • Investors Voice
  • Past Webinars
  • Papers Presented
  • Video Presentations

25 Years
  • Disclaimer
  • Privacy
Copyright © 2022 Australian Investors Association
ABN: 75 052 411 999
  • Home
  • About AIA
    • Association Information
      • National Council
      • State Organisers
      • AGM Details
      • Constitution and ByLaws
    • Member Benefits
  • Events
    • Upcoming webinars
  • Webinars
    • Past Webinars
  • Resources
    • Investors Voice
    • Past Webinars
      • Finding ASX Winners
      • Finding ASX Winners
    • Papers Presented
      • Conferences
        • National Conference 2019
        • National Conference 2018
    • Video Presentations
      • 2019 AIA Annual Conference
      • 2018 Sydney Investment Summit
      • 2018 AIA Annual Conference
      • 2017 AIA Annual Conference
  • Education
    • Investment Basics
      • Budget Basics
      • Net Worth
      • Psychology of Investing
      • Investing Goals
      • Risks
      • Power of Compounding
      • Investment Structures
      • Asset Classes
      • Glossary of Terms
    • Fixed Income
      • Savings Accounts
      • Term Deposits
      • Cash Management Trusts
      • Interest Rate Securities
        • Government Bonds
        • Corporate Investments
    • Shares
      • Understanding Shares
        • Common Terms
        • Risks & Benefits
        • Shareholder Rights
        • Types of Shares
        • ASX Sectors
      • Getting Started
      • Mechanics of Investing
        • Choosing a Broker
        • Making an Investment
        • Initial Public Offering ( IPO )
        • Corporate Actions
      • Fundamental Analysis
        • Fundamental Analysis Basics
        • Fundamental Investing Strategies
      • Technical Analysis
        • Technical Analysis Explained
        • Technical Analysis Tools
      • Exchange Traded Funds (ETFs)
      • Derivatives
        • Warrants
        • Contracts for Difference (CFDs)
    • Property
      • Residential Property
      • Commercial Property
      • Real Estate Investment Trusts
      • Property Syndicates
    • Other Investments
      • Managed Funds
      • Hedge Funds
    • Portfolio Management
    • Borrowing
    • Superannuation
      • What is Superannuation?
      • Types of Funds
      • SMSF
    • Estate Planning
      • Wills
      • Powers of Attorney
      • Testamentary Trusts
  • Magazine
  • Advocacy
    • The Retirement Income Review
  • Members
    • Frequently Asked Questions
  • Sponsorship
  • Contact
  • Join Now
  • Blog
  • Policies
    • Privacy Policy
    • Disclaimer
  • Home, Promo - Events
  • Summit 2021
    • Tickets & Pricing
    • Program
    • XTalks
      • How to Add XTalks to Your Schedule
    • Event App & Livestream Platform
    • Speakers & Experts
    • Venue & Transport
    • Sponsors
    • FAQs
    • Covid Safe Event