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Showing 151 - 160 of 294 results for "Estate planning"

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... strategy to offer holistic advice services. Shaw will provide a combination of independent financial planning, estate planning, insurance and philanthropic services. Central to this new strategy was the February appointment of head of private wealth ...

Australian Unity to acquire estate planning firm

ALEX BURKE  |  FRIDAY, 26 JUN 2015
Australian Unity Personal Financial Services will acquire estate planning firm Flinders Australia. As per the agreement, the acquisition will complete on July 1 and will give Australian Unity access to Flinders' estate planning, executor and trust administration ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... their goals. The research also found they would like advice on pension and investment strategies, inheritance and estate planning."

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
... traditional financial planning services, Callinan said it should complement existing services. "You can't do tax or estate planning with robo advice. There is still a place for the human adviser," she said. "A lot of planners have clients that don't ...

Equity Trustees appoints WA estate planning lawyer

STAFF WRITER  |  THURSDAY, 14 MAY 2015
Equity Trustees recently expanded its estate planning team in Western Australia with the appointment of Brigitte Hollett as estate planning lawyer. It follows the recent appointment of Stephanie Smith as estate planning solicitor which created Equity ...

EQT sets up WA estate planning service

LAURA MILLAN  |  MONDAY, 27 APR 2015
Equity Trustees (EQT) has set up an estate planning service in Western Australia and has appointed a Perth-based estate planning solicitor. Stephanie Smith is the first member of the EQT estate planning team in WA, but the organisation is looking to ...

Macquarie to close Risk Advice Specialists

ALEX BURKE  |  MONDAY, 23 MAR 2015
... with six advisers recruited from Patronus Risk Specialists. It focused on life, trauma and disablement cover and estate planning advice. "We will grow the business through selective adviser recruitment," said former Risk Advice Specialists general manager ...

New ASFA course focuses on post-retirement

STAFF WRITER  |  MONDAY, 16 MAR 2015
... as the development and delivery of income streams, retirement planning, social security payments, aged care and estate planning. It is aimed at administrators and contact centre staff working for the funds and service providers, product development managers ...

What becomes of the broken hearted?

TREVOR HARRIS  |  FRIDAY, 6 MAR 2015
The period between separation and divorce is fraught with estate planning dangers, CommInsure national technical manager Alex Koodrin explained at a recent Financial Standard Technical Services Forum in Sydney. Koodrin said that the average time period ...

Centuria partners with Mason Stevens to deliver credit bond

ALEX BURKE  |  THURSDAY, 29 JAN 2015
... product structure across accumulation and retirement phases." According to Centuria, the bond is best-suited for estate planning, funding aged care and/or providing education expenses for children or grandchildren. Growth and earnings are taxed at a ...