Search Results | Showing 111 - 120 of 551 results for %22Estate Planning%22 |
| | | ... the prior corresponding period. Funds under management across financial advice, investment management, and portfolio and estate administration businesses reached $149.5 billion, up 18.7% year on year. |
| | | | ... years, the research has highlighted the areas of unmet advice for SMSF trustees, she said. Pension strategies, estate planning and identifying undervalued assets were the top areas SMSF members grappled with. Tax planning, investment strategy and asset ... |
| | | | ... equities has led to increased fixed income allocations and more diversification in allocations to infrastructure, real estate and private equity markets," Invesco said in the report. An earlier report from International Forum of Sovereign Wealth Funds ... |
| | | | ... flexibilities that's not available in large super funds," she said. The SIS Act allows the executor or administrator of the estate to act as trustee on behalf of deceased member, she said, but this is not always the case despite s17A. Chu pointed ... |
| | | | ... oversees and administers superannuation funds as its core business." The SAF also provides reliable and accessible estate planning, Rutter said. "Members can rely on the trustee to carry out and pay their death benefits according to their instructions. ... |
| | | | ... Trustees. Sakellaris said: "Two key areas of strategic growth for Australian Unity Trustees are philanthropy and estate planning and Sally will focus on both, as she builds and maintains relationships with lawyers, financial advisers, private bankers ... |
| | | | ... number of wealthy people who don't have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as organised ... |
| | | | ... away and pay for the end-of-life care they endured. Australian Unity Trustees Legal Services national manager of estate planning Anna Hacker concurred, and said despite advertising around estate planning mostly connecting the practice with retirees ... |
| | | | ... year, providing advice on all topics, both inside and outside of super such as budgeting, wealth creation and estate planning. The partnership with Midwinter is a part of that rebrand, with BUSSQ selecting Midwinter in mid-2017 because of its ability ... |
| | | | ... executive Phil Kewin said. These fields include accounting, taxation law, finance law, finance, business law, investment, estate law, banking and economics. "This is much more in alignment with what we had advocated. Impacted members will need to go ... |
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