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Showing 71 - 80 of 155 results for "Intergen"

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
Three months after the super changes took effect, it's time for advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services ...

Intergenerational business succession failing: Report

KARREN VERGARA  |  FRIDAY, 29 SEP 2017
Australian private and family business owners are about twice as likely to sell than hand over the reins to the next generation when compared to the global average, a report by PwC Australia found. But of the 38% that want the next generation to take ...

DomaCom and ASIC reach agreement on retirement products

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2017
Financial advisers now have an additional solution for managing the cash flow needs of older clients, using their homes to develop and implement strategies for retirement. Fractional property investor DomaCom has received relief from ASIC to enable ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
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 ...

Xero accelerates AI and machine learning

EMMA RAPAPORT  |  MONDAY, 29 MAY 2017
... Xero's focus on automation and data innovation for the past year. Prior to Xero, Stewart was group chief executive of Intergen, a specialised Microsoft systems integrator, which he grew from a start-up to over 400 staff in three countries. He is also ...

Trustee Partners crosses the ditch

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Trustee Partners made its first overseas investment, acquiring a New Zealand fiduciary services firm with an offer too strong to ignore. A dominant fiduciary services business in the New Zealand market, Complectus, was bought by Trustee Partners in ...

Government puts stopper on Future Fund drawdowns

ALEX BURKE  |  TUESDAY, 9 MAY 2017
The Federal Government has said drawdowns from the Future Fund will not commence in 2020-21 in order to preserve returns. As per the Future Fund Act 2006, drawdowns from the Future Fund were expected to commence at this point to meet the unfunded liabilities ...

ESG holds key to adviser client retention

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial advisers that aren't doing more to incorporate ESG concerns into investment portfolios may be left in the dust by millennials. With the new generation of advice clients driving the ESG conversation, Eaton Vance head of Australia Duncan Hodnett ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
Sandwiched between financial needs of adult children and elderly parents, pre-retirees (aged 50 plus) are in desperate need of financial advice or they risk retiring without adequate funds, warns REST Industry Super. In a new report the $40 billion ...