Search Results | Showing 91 - 100 of 292 results for "Estate planning" |
| | Ageing populations giving rise to an increasing number of blended families will drive up complexity in estate planning, according to Bartier Perry Lawyers executive lawyer Chris Tsovolos. Speaking at the inaugural Financial Standard Best Practice Forum ... |
| | | ... portfolios will need to adjust accordingly - and from an adviser's perspective, Shead said "the complexities around estate planning are probably going to get worse," citing the likelihood of 80-year- old divorcees and four-generation households. Speaking ... |
| | | Smart estate planning must include alternatives to the will, says Austock Group. In a note to financial advisers, the registered pooled development fund recommends considering an investment bond. The bond provides for an arrangement that is not only ... |
| | | ... affordable; allows people to save for retirement; and supports retirement incomes - not merely for tax minimisation or estate planning purposes, the Bill said. Among the reforms is a relaxation in rules around transition to retirement income streams ... |
| | | ... baby boomers are still in the dark on this along with 27% of those that are already retired. When it comes to estate planning, 60% of investors are yet to even draft a will. Despite this, investors want their children to be more knowledgeable around ... |
| | | ... challenging, but it is ultimately rewarding for the client. "It's a long-term view. It's risk management. Then the estate planning, then their investment strategy... Over time, they start to see the full picture. That's when they start to understand ... |
| | | ... During death benefit complaints, there is a high level of legal representation; while lawyers may be familiar with estate planning and family law definitions, they are not always cognisant of the differences in superannuation law and the importance of ... |
| | | ... adviser portal," Kitto said. Quill Group intends to extend the capabilities of the portal to incorporate legal and estate planning, with plans to partner with Elston Financial Planning to develop an end-to-end 'packaged' solution for financial specia ... |
| | | ... clients to philanthropy. "We encourage all Australians to consider structured giving as part of their financial and estate planning." As trustee for about 1000 charitable trusts and endowments, Perpetual manages $2.6 billion in charitable funds (as at ... |
| | | ... important part of the business. "The two main areas of focus for Australian Unity Trustees are philanthropy and estate planning, and Caroline's appointment means we now have the expertise in place to lead and grow this side of the business," Sakellaris ... |
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