Despite inflation hovering above 7.1% and interest rates climbing every month, latest research shows that the overall financial wellbeing has decreased by 1.1 points to 50 points out of a possible 100.
This financial year, investors face a difficult and turbulent time, with rate hikes and cost-of-living pressures forcing many to reconsider their retirement date or adjust their long-term financial plans.
The Australian Research Council linkage project is testing whether the provision of a complete retirement planning model – offering career, health and financial guidance - will result in better retirement...
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.
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.
Women traditionally can be inclined to be the ‘over-achiever’ when it comes to running their family affairs, juggling a career, running a household, looking after children & elderly family members and community.
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.