This Month
What to do with $400,000 inheritance when you have no super
A windfall could give a woman living in her daughter’s granny flat access to three income streams.
- John Wasiliev
Nine tips for creating a successful family dynasty
Most dreams of creating a family dynasty are dashed within decades but a solid succession plan can save money and grief.
- Duncan Hughes
May
Decades after tycoon’s death, his family is suing each other over a mansion
Tech tycoon’s widow says she felt ‘used and abused’ in a dispute that pitted her three children against her – and each other.
- Duncan Hughes
- Exclusive
- Rich List
More than half the 11 new Rich Listers are already billionaires
Two cryptocurrency giants, an under-the-radar mattress mogul, a former mechanic and an ex-NRL player are among 17 new and returning faces on this year’s Rich List.
- Yolanda Redrup and Michael Bailey
Boomers’ property wealth in ‘fire sales’ to pay UK inheritance tax
Inheritance tax can run into hundreds of thousands of pounds. Their cash-poor descendants could be unable to afford their own inheritance.
- Rob White
What happens when Australia’s Boomers hand $5 trillion to their heirs
This week on The Fin podcast, Lucy Dean and Joanna Mather explain what’s happening in the great wealth transfer and how it will shape the economy, politics and intergenerational rivalry.
Why there is no such thing as a simple will
You’ve got to understand what you’re giving up when you sign a simple will – and how there are better ways to protect your loved ones.
- Peter Townsend
April
A child won a share of her dad’s estate – despite planning to kill him
A 75 per cent success rate in contesting wills is encouraging more family members to sue for a bigger share. Here’s how to protect your final wishes.
- Duncan Hughes
House deposit or HECS debt: what’s best for the kids?
Soaring student loan debts can reduce first home buyer lending capacity by up to $140,000, according to analysis by RateCity.
- Duncan Hughes and Lucy Dean
March
The most ‘dangerous’ phrase in inheritance planning
“To be shared equally between my children” sounds simple, yet it’s anything but.
- Penny Pryor
What to do with a big inheritance
Around $10 billion worth of shares, cash and property is bequeathed every month in Australia. Experts weight in on how to manage a windfall.
- Duncan Hughes
It’s divorce season. This is what to do about money
The end of summer holidays and return to work is a peak period for couples to reassess their marriage. Here are 10 financial and tax issues to keep in mind.
- Duncan Hughes
- Analysis
- Cars
The 20-year, multibillion inheritance feud dividing the Fiat dynasty
Gianni Agnelli’s daughter Margherita signed a document in 2004 that has spurred lawsuits and set her against her three eldest children.
- Silvia Sciorilli Borrelli
February
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.
- Duncan Hughes
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?
- Bianca Hartge-Hazelman
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.
- Primrose Riordan
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.
- 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.
- Peter Townsend
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.
- Michael Hutton
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?
- Penny Wise
