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Resources

Information is key to success. We are committed to providing you with insights, tips, tools and events on issues relevant to your life and business. You can scroll our recent articles below, or browse categories at the right of the page.
Redchip

Estate Planning

Blue and orange sunset sky
Heaven can wait

Recently I heard someone say: “everyone wants to go to heaven, but no one wants to die”. Our mortality is such a taboo topic that it impacts the way in which many people approach their Wills and Estate Planning. ...

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Estate Planning transitions to the digital era

Years of frustration about the gap between protecting wealth and finalising Estate Plans recently bore fruit when a group of lawyers and advisers launched Yodal, Australia’s most comprehensive Estate Planning platform....

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Robot thinking close up
How can a robot deliver advice?

You already know my position on the over-use of “disruption” in the business world. Now I am adding robo-advice to my list of catchphrases to question....

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Replacement Of Humans By Machines
We’re not afraid of the big bad robot

As we face an increasingly digital world – and come to understand that it’s not going away – there’s a mixture of emotions and questions: Does this new technology threaten my livelihood? Do I need to change my bu...

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Mean mother and marital dispute
Honey, I disinherited the kids

The best drafted Will in the world will not stand up when the legal obligations of a Will maker to provide for their family have been overlooked....

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conflict
Conflicting interests

When completing your Estate Plan and choosing the Executor/s of your Will, it is natural to select from those closest to you, whom you trust. The chance that your Executor will double as a beneficiary of your Estate, or ...

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Estate Planning Scenarios and Solutions

There is a need for all Australians to ensure they have an Estate Plan in place, which means more than just having a Will. ...

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Non-fixed-trusts
Non-fixed trusts

Most advisers are aware of the benefits of making a Family Trust Election (FTE) for carrying forward revenue losses, however less commonly considered are the advantages of making an FTE for franking credit trading measur...

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A hint for anyone with companies or trusts

A key piece of information you can pass onto those clients whose wealth is tied up in structures – most likely a large proportion of your client base – is that having a Will simply doesn’t cut it for transferring t...

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Happy young family
Upholding the sole purpose of an SMSF

It is likely that you have heard about the ATO’s recent Interpretive Decision determining that having a life insurance policy inside an SMSF, where the policy is a consequence of a buy sell arrangement, may be in breac...

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