Bank of Mum and Dad looks to investment bonds for property deposit
For many, planning to help kids and grandkids out with a first home deposit is something that needs to be done strategically, with timelines, capital growth...
Opportunity next: Capturing the great generational wealth transfer
Given the opportunity set in front of advisers during the next transfer of generational wealth, now may be the time to reassess the role of responsible...
Foresters launches Education Bond on Tanggram, targets younger cohort
Foresters is combining its 150 year history with one of the newest investment platforms on the market to reach a whole new audience for its Education Bond...
Education bonds an investment in a smarter future: Foresters
With the right application, education bonds can provide a long term savings plan for a child or grandchild's education that is both flexible and tax-savvy.
Start clients on values early to avoid 'biggest fear' upon wealth transfer
Praemium's Matt van Dijk sat down with Brisbane adviser Francis Rigby to talk about the most commonly unmet advice need in the country. Talk about values with...
Shhh... don't mention the wealth: Family offices fret about online boasting
A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and...
Family offices fret on 'legacy' - and confront succession
Australian family offices are becoming more ubiquitous. But stresses are starting to show in their approach to tackling climate change and succession. The rise...
Recalibrating the 's&it' filter for the digital age
It is an all-too-common occurrence these days that a financial adviser meets a prospective client following a significant inheritance, divorce or in the...
The great wealth transfer: the risks and opportunities for advice firms
Australia, like the rest of the developed world, is on the verge of the largest intergenerational wealth transfer in history. It's estimated more than $3...