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Showing 91 - 100 of 112 results for "Wealth transfer"

La Trobe Financial appoints head of institutional mandates

STAFF WRITER  |  MONDAY, 17 NOV 2014
... quarter, the group has developed a new mortgage product suite in response to the twin challenges of intergenerational wealth transfer and housing affordability in the country. Called parent-to-child (P2C), it is a loan facility that - as the name suggests ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... over SMSFs that shouldn't be ignored." Hutton said that these include asset protection options; intergenerational wealth transfer; no limit on contributions to the trust, and the ability to increase capital. Family trusts also allow income splitting ...

Early engagement key to next-gen wealth transfer

MARK SMITH  |  FRIDAY, 30 NOV 2012
Philanthropic foundations or trusts offer affluent families an ideal way to engage their children in wealth management and investment from an early age to promote the smooth transfer of wealth between generations, according to Opportunity Australia's ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
Financial education for younger generations from families of wealth should be a separate issue from wealth transfer planning and deserves to be treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... of partnerships with businesses that have been offering services such as estate planning and intergenerational wealth transfer over many decades," he said. Rimmer has 20 years' experience in superannuation, financial planning and insurance, and is a ...

Alphington targets younger HNW investors with wealth service

MATT WOODINGTON  |  TUESDAY, 11 OCT 2011
... "personalised CFO" type service to investors, including wealth preservation, investment, estate planning, insurance and wealth transfer although it also offers one off pieces of advice to clients. Jacob said that too many people were currently burying ...

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... once again proving popular thanks to their ability to offer benefits in wealth accumulation and intergenerational wealth transfer, despite the uncertainty around its tax rules. "It is true there has been a hardening of attitude by the Tax Office to many ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... the short term, we see a great opportunity to enhance this business by concentrating on the intergenerational wealth transfer market among existing client family clusters," he said. The Trust Company reported operating net profit after tax of $11.7 million ...

LGA names chief exec

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... with individuals and families to preserve, grow and transfer significant wealth across generations focusing on wealth transfer, taxation, estate planning and probate, investment portfolio allocation, business structuring and strategic philanthropy.

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
The type of financial planners that will 'inherit the earth' are those with the best wealth transfer strategies to recommend to clients, research shows. Latest data from the Lifeplan Financial Advice Satisfaction Index show that 61.6 per cent of 400 ...