As Australia is going through another federal election cycle, advisers are facing a familiar but powerful reality: Elections create uncertainty, and uncertainty drives clients to seek clarity and protection. It’s not just about politics.

Over the past week, we’ve spoken with advisers across the country — and one message keeps coming up: 🔸 Clients are anxious about their s

The recent Supreme Court of Queensland decision in Re Negrean; Borbil v Borbil [2025] QSC 66 serves as a stark reminder of the risks associa

Can an Unsigned Will Still Count? Lessons from Kemp v Findlay

There is extensive discussion in financial adviser circles about "the great wealth transfer" - Australia's most significant generational wea

As Cyclone Alfred approaches, it serves as a stark reminder of the importance of being proactive in managing estate plans, particularly when

Peter Datton was in hot water this week when a number of outlets exposed his 26 property transactions over 35 years.

Excess Transfer Balances and what happens when a client passes away, whether they are retired or still working.

Blended families are becoming more common in Australia, and this trend is set to continue. However, when it comes to estate planning, defaul

New South Wales' notional estate laws allow courts to consider assets beyond a person’s actual estate when distributing assets after passing

As an adviser, you know family trusts play a key role in estate planning—but many clients don’t fully understand the difference between...

For households relying on a single income, the stakes are high. The breadwinner's role in estate planning is crucial to ensuring financial s

As clients begin to return from their summer holidays—some from overseas visits with family—it’s a great time to consider the unique challen

Personal items and estate planning: navigating the unique challenges of art and chattels

As we step into 2025, it’s clear that relationships are evolving—and so are the challenges they bring to estate planning. With de facto rela

For many families, they can also resurface old conflicts. As clients spend more time with their families and reflect on the past and future,

In simple terms, non-estate assets are assets that do not automatically fall under the control of a person's estate. These assets may not...

As the holiday season approaches, it’s an ideal time for advisers to engage clients in meaningful conversations about their future....

When we started Inherit Australia, our research revealed four key objections from advisers about estate planning:   1️⃣ “No time and no...

Australia is on the brink of an unprecedented wealth transfer, and the story below highlights some important considerations for preparing...