More ideas on how people can successfully prepare for their own transition away from the workforce (3 mins read)
Read MoreA Canadian psychologist we collaborate with provides his 6 questions you should ask yourself before making the decision to retire from the workforce (3 mins read)
Read MoreFamilies will react to the loss of a parent in different ways but having practised in estate law for almost 40 years, Greg Dickson, Accredited Specialist in Family/De Facto Law at WMD Law, can identify a number of common factors in families who argue about inheritances (3 mins read)
Read MorePast performance is not a reliable indicator of future performance. Unless it relates to super funds it seems. APRA has published it first annual report on the performance of super funds. Do the results provide more questions than answers? (4 mins read)
Read MoreMany of us have experienced the impact of cognitive decline on loved ones. At Stewart Partners, we are alert to the mental capacity of a client to ensure they are making informed decisions. This article discusses the challenges of mental incapacity and preventative steps we can all take. (6 mins read)
Read MoreComprehensive legacy planning is built around your values and life goals. Our team has helped many clients construct and document a detailed legacy plan. This article describes a few key matters all families need to consider. (3 mins read)
Read MoreOnce upon a time our lives were dominated by trips to the bank, the post office, call waiting and Kodak stores (remember the excitement of the 1 hour turnaround!). However today, more of our lives and activity is spent online, with a resulting large digital footprint.
But what happens to our digital footprint if we lose mental capacity or die? What will be your digital legacy and how will your loved ones deal with it?
With input from our legal panel of estate planning lawyers, this article considers how you should approach and plan for your digital legacy as part of your estate planning. (4 mins)
Read MorePeople need to change their definition of retirement. It's about deciding to shift gears, a transition, not a destination.
Read MoreMany families provide financial assistance within their family group and good practice ensures that a Loan Agreement is in place. Take a look at how some recent case law might affect you.
Read MoreFour months after the May 2016 Federal Budget was handed down, we are seeing legislation being tabled to enact the measures announced. This edition highlights the ‘version 2’ superannuation announcements.
Read More