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Showing 101 - 110 of 270 results for %22Families Plan%22

Business savvy needed ahead of FASEA deadline

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... that succession planning is all about getting the right outcomes for advice practice owners, their clients and their families. "No one teaches you how to be business owners, FASEA doesn't," Tynan said. "You've got to be flexible when it comes to succession. ...

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... ability to demonstrate the value that quality financial advice can play in shaping and protecting the lives of Australian families has never been more important," she said. The nominees for the Excellence in Education award are judged on how they continually ...

Government should intervene in BOLR changes: Opposition

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... consultation with AMP advisers. "Given the impacts of these announcements on the health and wellbeing of planners and their families, FSU has expressed disappointment and concern that AMP went to market without a detailed plan on how it will inform and ...

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
... ability to demonstrate the value that quality financial advice can play in shaping and protecting the lives of Australian families has never been more important," she said. "Their leadership and ideologies can forge a path forward for their peers, as ...

AMP advisers to fight BOLR changes

JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
... about the potentially devastating flow-on effect of the financial loss in terms of the mental health of advisers, their families, and their staff, as well as the impact on their clients," he said. "What will happen to the clients of the advisers that ...

Planning foundation adds directors

HARRISON WORLEY  |  MONDAY, 5 AUG 2019
... areas will be an absolute asset to the Future2 board of directors and our collective drive to make a positive impact to families and young people facing difficult circumstances." Former FPA chair Berry, is currently a director of the Tax Practitioners ...

Board of Taxation reviews granny flat taxes

ELIZABETH MCARTHUR  |  MONDAY, 1 APR 2019
... excluded from their income and assets when calculating their pension. The government wants the review to incentivise families to create formal agreements, in order to lessen the vulnerability of elderly people living in granny flat type housing. Formal ...

Choice outweighs balance for women

KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... do so. "This provides women with choice and fundamentally the ability to achieve balance." It's also critical for families to start conversations about enduring powers of attorney - but more importantly to document and be explicit about who will ...

Wills are an afterthought for the rich: Lawyer

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... Trustees general manager Emma Sakellaris, who also spoke at the event, is seeing "fast track to inheritance" scenarios among families whereby parents live longer and children become increasingly "antsy" about their inheritance. Children have to wait ...

Early financial advice prevents worries at the end

HARRISON WORLEY  |  MONDAY, 14 JAN 2019
... "often-expensive" nature of end-of-life care. He added that planning might ensure people have the resources to care for their families after they pass away and pay for the end-of-life care they endured. Australian Unity Trustees Legal Services national ...