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Showing 101 - 110 of 337 results for "Estate Planning"

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... looking to take Leda's message to more high schools as well as establish referral partnerships with accountants, estate planning lawyers and other relevant service providers. In 2019, he hopes Leda will have gained the scale to employ a full-time ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... family office BMFA Group has committed to invest $34 million in this fund. BMFA Group offers wealth management, estate planning, insurance, and capital funding and commercial loans to high-net-worth (HNW) executives, professionals and entrepreneurs in ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... next-generation HNW investor dumping them for a competitor. The most popular answer was to involve HNW heirs during estate planning. About one quarter of wealth managers surveyed voted this as the most important factor in retaining the next generation ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... example, McMullen said, and other critical areas must be considered. This includes cash flows, investments and estate planning issues. Advisers would have many clients who are in pre-retiree on retirement phase and will need assistance with aged care ...

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 ...