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Showing 111 - 120 of 337 results for "Estate Planning"

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 ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... productivity and software. He drove change in the several of the bank's advice areas including SMSFs, aged care and estate planning, his new employer said. While working for CBA, Jaja also contributed to embedding legislative reform in the bank's advice ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... (BKT) tokens for its services. Financial Standard recently spoke to Australian Unity Trustees national manager, estate planning Anna Hacker about the implications of the global explosion of crypto investments on estate planning. She said the anonymity ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna Hacker said charitable giving is a conversation ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... decades as mature age Australians pass on their wealth to the next generation of family members," he said. The estate planning conversation should commence as soon as practicable with clients and must be customised to suit their financial and personal ...

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... members and advisers are still coming to grips with the impact of the legislative changes in certain areas such as estate planning and death benefits. Death benefits, which are a complex issue, have been made even more complex and while the transfer ...