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Estate planning in Australia: or: it will never happen to me


Steen, A and D'Alessandro, S and Graves, C and Perkins, M and Genders, R and Barbera, F and Shi, H and McGrath, D and Davis, N, Estate planning in Australia: or: it will never happen to me, The Society of Trustees and Estate Practitioners, Australia (2017) [Contract Report]

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The following report details the findings of a survey into the estate planning practices of a representative random sample of over 1,000 adult Australians. Research on estate planning and the factors that impact Estate Planning decisions in Australian is limited and constrained by poor availability of data (Perkins 2016). The little research that has been done usually involves small samples and tends to focus on whether people have an up-to-date will. This study is the first attempt of a large scale national survey of the general public. Our aim is to gain greater insight into how issues such as trusts, digital assets and professional advice impact on Estate Planning decisions. Results from this study may assist Australians to better understand and appreciate the issues involved in undertaking effective estate planning.

Item Details

Item Type:Contract Report
Keywords:estate planning, Australia
Research Division:Commerce, Management, Tourism and Services
Research Group:Marketing
Research Field:Consumer-oriented product or service development
Objective Division:Economic Framework
Objective Group:Management and productivity
Objective Field:Marketing
UTAS Author:D'Alessandro, S (Professor Steven D'Alessandro)
ID Code:138312
Year Published:2017
Deposited By:Marketing
Deposited On:2020-04-01
Last Modified:2020-04-03

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