Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 101 - 110 of 333 results for "Estate Planning"

IOOF offloads corporate trust business

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... with Sargon." The AET private trust business, which IOOF is retaining, provides private client trustee services, estate planning and compensation trusts. Sargon chief executive Phillip Kingston welcomed said there was a complementary fit between Sargon ...

Crypto exchange enters superannuation market

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... cryptocurrency assets are driving financial advisers to reconsider the advice process, particularly when it comes to estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" ...

Soaring funeral costs require adviser airtime

KARREN VERGARA  |  MONDAY, 16 JUL 2018
The soaring costs of funerals is an area financial advisers must factor into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker ...

US giant acquires Aussie super consulting business

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... superannuation, risk management and asset protection, investment and portfolio administration, business risk insurance, estate planning and retirement planning.

Estate planning lawyer fined for misconduct

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
A solicitor who witnessed a client's estate planning documents before they had been signed by the testator or donor recently copped a $3000 fine and escaped being struck off the Roll. Martin Dubler is on the Supreme Court of New South Wales Roll ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... successfully changed," he said. "Ensuring safeguards are in place so that money goes where it's intended is a big part of estate planning. "This means careful financial structuring to protect the transfer of wealth from one generation to the next." Glinac ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... they capitalise on investments while overseas. Expatme services cover immigration, tax and accounting, finance, estate planning, property investment, property management, investment management and asset protection.

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... but were still charged a fee, Hodge said. Perkovic explained the review was a chance to revisit clients' SOAs, estate planning needs and objectives for the year. This is a flat fee ranging from $1500 to $21,600 per year, she said, emphasising the amount ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
... there's an increase it will likely be a small one, about 10%," Chew said. He added such an increase could affect estate planning strategies, especially impacting the payment of death benefits to non-dependants. What this would effectively do is tighten ...