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

Search Results

Showing 101 - 110 of 339 results for "estate planning"

CFS technical expert moves to Australian Unity

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
... provide technical support to financial advisers, which included superannuation, self-managed super fund, taxation, estate planning, social security and aged care. Australian Unity general manager of licensee services John Carnevale said Chu brings 14 ...

Government to relax super work test

KARREN VERGARA  |  WEDNESDAY, 3 OCT 2018
... ensure superannuation is being used to increase individuals' income in retirement and not for tax minimisation or estate planning purposes, non-concessional contributions amounts are limited per financial year and general transfer balance caps limiting ...

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.