Search Results | Showing 71 - 80 of 293 results for "estate planning" |
| | | ... productivity and software. He drove change in the several of the bank's advice areas including SMSFs, aged care and estate planning, his new employer said. While working for CBA, Jaja also contributed to embedding legislative reform in the bank's advice ... |
| | | | ... (BKT) tokens for its services. Financial Standard recently spoke to Australian Unity Trustees national manager, estate planning Anna Hacker about the implications of the global explosion of crypto investments on estate planning. She said the anonymity ... |
| | | | ... cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" ... |
| | | | ... conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna Hacker said charitable giving is a conversation ... |
| | | | ... decades as mature age Australians pass on their wealth to the next generation of family members," he said. The estate planning conversation should commence as soon as practicable with clients and must be customised to suit their financial and personal ... |
| | | | ... members and advisers are still coming to grips with the impact of the legislative changes in certain areas such as estate planning and death benefits. Death benefits, which are a complex issue, have been made even more complex and while the transfer ... |
| | | | This time of year is an ideal time to seek estate planning advice to ensure wills are up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert. Equity Trustees estate planning lawyer Stephanie Smith ... |
| | | | Australian same-sex couples can legally marry from today and financial advisers are being reminded of the estate planning challenges this historic occasion may trigger for clients. While the ability to legally wed brings considerable benefits as a result ... |
| | | | ... multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded funds (ETF) experts from the likes of BlackRock iShares, State ... |
| | | | Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ... |
|
