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Showing 91 - 100 of 290 results for "Estate planning"

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 ...

Super tax reforms take effect

KARREN VERGARA  |  FRIDAY, 16 JUN 2017
... 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 lag on retirement planning

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... 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 ...

Financial advice cannot be a quick-fix: Stackpool

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... 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 ...

Beneficiaries unfamiliar with death benefits

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2017
... 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 ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... 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 ...

Philanthropy report offers valuable insights for NFPs: Perpetual

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... 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 ...

Trustee business names philanthropy manager

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... 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 ...

AMP upgrades wrap platform

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... greater efficiency for advisers to manage multiple client activities simultaneously, giving them more choice in estate planning. Advisers for example, will be able to provide customers access to a range of options when nominating account beneficiaries ...

Future retirement products aided by tax exclusions

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... beneficiary, with benefit payments being set in a manner that does not circumvent the commutation rules or provide estate planning benefits," the explanatory memorandum reads. Factors that will be considered include the extent payments depend on the ...