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INHERITANCE

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TODAY

 * Family finance


SISTERS TAKE ON EXTENDED FAMILY TO WIN $13.5M INHERITANCE DISPUTE

A sharp rise in blended families is creating complex legal issues, particularly
for inheritance claims.

 * Feb 27, 2024
 * Duncan Hughes


YESTERDAY

 * Specialist investments


HOW TO PASS ON A PRIZED COLLECTION TO YOUR KIDS

Precious collections of art, furniture, wine and watches are increasingly part
of inheritances. What’s the best way to pass on these assets?

 * Feb 26, 2024
 * Bianca Hartge-Hazelman

 * Active investing


WEALTHY FAMILIES ARE TRYING SOMETHING NEW – DITCHING THE SECRECY

There’s a new breed of private investment vehicle for the super rich. And
they’re less interested in managing money out of view than making more of it.

 * Feb 26, 2024
 * Primrose Riordan


THIS MONTH

 * Estate planning


THIS BYGONE INHERITANCE STRATEGY IS MAKING A COMEBACK

Unborn children and grandchildren are taking precedence over in-laws and other
new arrivals as blended families raise the stakes in estate planning.

 * Feb 8, 2024
 * Duncan Hughes

 * Opinion
 * Opinion


WHY JUST A WILL WON’T CUT IT FOR YOUR INHERITANCE STRATEGY

This is why Tony – who has a family trust, a company and property in a unit
trust – needs an extra 25 documents to sort control of family assets after he
dies.

 * Feb 6, 2024
 * Peter Townsend


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JANUARY

 * Opinion
 * Opinion


THIS IS HOW YOUR HEIRS WILL PAY LESS TAX WHEN THEY INHERIT YOUR SUPER

Just because there is no inheritance tax doesn’t mean you don’t have to protect
your beneficiaries.

 * Jan 30, 2024
 * Michael Hutton

 * Penny Wise


WHAT HAPPENS TO BANK OF MUM AND DAD LOAN IF WE BREAK UP?

A couple buying an apartment have very different deposits – he has $50,000, she
has five times that thanks to the Bank of Mum and Dad. What happens if they
split up?

 * Jan 24, 2024
 * Penny Wise

 * Philanthropy


MEET THE EX-TEACHER GIVING HIS $3M INHERITANCE TO CLIMATE CHARITIES

Stephen Pfeiffer and Linh Do are part of a new generation of philanthropists
with a sense of urgency. For those starting out, here are five mistakes to
avoid.

 * Jan 19, 2024
 * Joanna Mather

 * Penny Wise


I’VE INHERITED $1M. NOW WHAT?

A large inheritance can mean goals that perhaps felt like a dream may be within
reach, but plan carefully, advisers say.

 * Jan 17, 2024

 * Super Q&A


AFTER I DIE, HOW DOES MY WIFE MOVE FROM DIY SUPER TO INDUSTRY FUND?

Assets including investment-grade bonds and private equity will make this more
complex, but there are ways to get started.

 * Jan 11, 2024
 * John Wasiliev


DECEMBER 2023

 * Opinion
 * Charity


THESE THREE STEPS WOULD HELP YOU LEAVE SOME OF YOUR SUPER TO CHARITY

Policy settings need to be changed to help SMSFs – and other super fund members
– be more active philanthropists.

 * Dec 26, 2023
 * Peter Burgess

 * Opinion
 * Opinion


HOW TO CLAIM YOUR SPOUSE’S SUPER AFTER THEY DIE

There’s a way to move their retirement savings to your super – this is how to
get things going.

 * Dec 21, 2023
 * Meg Heffron

 * Penny Wise


MY BROTHER WON’T HELP MUM. SHOULD SHE CHANGE HER WILL?

My elderly mother needs help with her bills but my brother won’t contribute.
What can we do?

 * Dec 14, 2023
 * Debra Cleveland

 * Opinion
 * Penny Wise


ARE WE SPOILING THE KIDS BY PAYING OFF THEIR HELP DEBT?

Even in very wealthy households, value-setting can produce grateful and
hard-working children.

 * Updated Dec 7, 2023
 * Debra Cleveland


NOVEMBER 2023

 * Opinion
 * Opinion


WHY COURTS ARE BEING ASKED TO FIND ELDERLY GROOMS UNFIT TO MARRY

Relatives successfully claimed $2.5 million in superannuation should be paid to
a deceased man’s estate, not his widow because he was suffering dementia when
they married.

 * Nov 29, 2023
 * Peter Townsend


Advertisement
 * Smart Investor


THE THREE BIGGEST INHERITANCE HICCUPS - AND HOW TO AVOID THEM

With huge intergenerational wealth transfers coming up, good estate planning
will keep the family together and maximise what is passed on.

 * Nov 20, 2023
 * Michael Hutton

 * Penny Wise


OUR SON IS DEMANDING AN EARLY INHERITANCE. SHOULD WE GIVE IT TO HIM?

It’s not always a good idea, but there are ways that make it watertight and fair
to everyone.

 * Nov 8, 2023

 * Family finance


THE FIVE PROPERTY FIGHTS RIPPING FAMILIES APART

Verbal agreements around the kitchen table – such as those cited in the case of
pop star Vanessa Amorosi – are just some of the triggers. This is how to avoid
them.

 * Nov 3, 2023
 * Duncan Hughes


OCTOBER 2023

 * Smart Investor


EX-GIRLFRIEND MAY GET SUPER DESPITE ‘DRIFTING OFF’ WHEN DAD GOT ILL

The trustee of a leading public offer fund is refusing to pay the children of a
man who thought he’d got his affairs in order before he died.

 * Oct 31, 2023
 * Peter Townsend

 * Estate planning


SPORTING ICON’S FAMILY IN 71-YEAR INHERITANCE SPAT

Walter Lindrum is considered one of the nation’s all-time great sporting heroes.
His legacy has lessons on avoiding being snookered in family disputes.

 * Oct 5, 2023
 * Duncan Hughes

Show More


LATEST STORIES

 * Live
 * Need to Know


‘BLOKES’ PREFER FLY-IN, FLY-OUT ROLES: FORREST

WATCH LIVE: Scott Morrison’s valedictory speech; Andrew Forrest says men prefer
the resources industry’s fly-in, fly out roles, while women are “the centre of
families”. Follow updates here.

 * 7 mins ago

 * Construction


SYDNEY’S OFFICE-TO-HOUSING CONVERSIONS THAT CAN’T GET STARTED

A group of central Sydney office towers have received approvals to be replaced
by apartment buildings, but failed to start. The result is less homes available
as the housing crisis worsens.

 * 15 mins ago

 * US election


NIKKI HALEY LOSES BILLIONAIRE DONORS IN MAJOR BLOW

The Republican presidential candidate has lost another key financial donor, even
as she vows to continue running against frontrunner Donald Trump.

 * 42 mins ago

 * Live
 * Markets Live


ASX RETREATS, COLES JUMPS ON TRADING UPDATE

Shares fall; Appen trims losses; Tyro lifts profit fivefold; Chorus reaffirms
guidance; Coles sales up; Woodside profit 37pc down. Follow updates here.

 * 49 mins ago


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THE AUSTRALIAN FINANCIAL REVIEW MAGAZINE


AUSTRALIA’S FAVOURITE SPORTS TEAM IS NO LONGER MALE. WILL THE DOLLARS FOLLOW?

 * Zoe Samios


 * THIS BOOZE-FREE SPRITZ IS ONE OF MAX ALLEN’S TOP SUMMER DRINKS


 * WHICH AIRLINES HAVE THE LONGEST BEDS, WIDEST SEATS AND BEST RECLINE?


BOSS FINANCIAL REVIEW


THIS CEO CHOSE A JOB BECAUSE IT SOUNDED FUN. NOW HE RUNS A $12B COMPANY

 * Sally Patten


 * HOW TO AVOID A CAR CRASH INTERVIEW


 * MEET THE CEO WHO DOESN’T DO FRIDAY DRINKS


LIFE & LEISURE


FROM A HOT-DESK AT DELOITTE, THE FUTURE LOOKS BRIGHT

 * Stephen Todd


 * THESE ‘CONES’ OF LIGHT ARE THE LATEST IN DESIRABLE DESIGN


 * ‘PLYSCRAPERS’ TAKE TALL BUILDINGS TO NEW HEIGHTS


RICH LIST


WEALTHY FAMILIES ARE TRYING SOMETHING NEW – DITCHING THE SECRECY

 * Primrose Riordan


 * THE COUNTRY’S MOST SECRETIVE BILLIONAIRES ARE ABOUT TO GET MUCH RICHER


 * $80B DATA CENTRE OPPORTUNITY LIFTS GOODMAN TO NEW HIGH

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