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Showing 121 - 130 of 337 results for "Estate Planning"

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
This time of year is an ideal time to seek estate planning advice to ensure wills are up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert. Equity Trustees estate planning lawyer Stephanie Smith ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australian same-sex couples can legally marry from today and financial advisers are being reminded of the estate planning challenges this historic occasion may trigger for clients. While the ability to legally wed brings considerable benefits as a result ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded funds (ETF) experts from the likes of BlackRock iShares, State ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

SMSF platform strengthens distribution team

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... finance industry. "We deliver the ability to create trusts in real time, along with solutions for company formation, estate planning, retirement and ASIC corporate compliance," she said. "Earlier this year, we partnered with View Legal, extend our services ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... advisers should have access to the same information as their client's doctor if they are to implement adequate estate planning and wealth protection strategies. "New clients often turn up thinking we're only there to discuss how many zeroes they have ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
... of release at the time of the original member's death. While this is creating a degree of uncertainty from an estate planning point of view, a number of industry participants are currently seeking further clarification on the issue," Howard said.

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... advice from a specialist would likely achieve the best result, meaning that those who have already addressed their estate planning needs prior to 1 July may need to review them. Hogan added that there would be many instances with SMSFs in which the death ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... of assets as a result of costly family drama when they're gone, Equity Trustees said. The asset management and estate planning experts said the unfortunate tendency for people to draw up a will and then forget about it is rising and can often lead to ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... believes advisers must have access to the same information as their client's doctor if they are to develop effective estate planning and wealth protection strategies. Haskew believes all advisers should be across their clients' physical and mental health ...