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Showing 121 - 130 of 292 results for "Estate planning"

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... includes 20 stand-alone units, which span a range of topics and experience levels. The program includes content on estate planning, business insurance and two succession planning units, with all units qualifying advisers for CPD points. "The Zurich Curriculum ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
... under advice. It advises on retirement planning, investments, insurance, self-manage super fund administration and estate planning. The acquisition will bring Pride Advice's total funds under advice to $250 million. Commenting on the purchase, Pride ...

Mercer calls for total retirement income perspective

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
... "Super should provide an income throughout your entire retirement, it is not intended for wealth accumulation and estate planning. We need to lock this into the overall objectives now to ensure an adequate and sustainable retirement income for Australians ...

Advisers have assets test top of mind

DARREN SNYDER  |  WEDNESDAY, 9 MAR 2016
... the top three queries from financial advisers is the impact of aged care rental income to residents, followed by estate planning considerations around income streams and annuities. Challenger general manager advice services John Carnevale said social ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... fund's advice network have grown by 20% over the past 12 months. This partnership follows similar arrangements with estate planning specialists Mills Oakley Lawyers and Australian Executor Trustee (AET). "Our philosophy is to partner with specialist ...

Treasurer hints at super concession adjustments

MARK SMITH  |  FRIDAY, 19 FEB 2016
... bottom 20%, by contrast, more than half go to the top 10% of earners. "Super is not there to be a tax incentivised estate planning vehicle. We all want to leave something for our kids and give the next generation a head start but the tax payer has said ...

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
... Superannuation funds have been ramping financial advice services but they are not likely to enter the underdeveloped estate planning market in the near future. This is the view of advisory firm HLB Mann Judd Sydney which recently began its own estate ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
... domain," Atkinson added. "While using an investment bond is not necessarily the solution for all of a client's estate planning needs, it can effectively transfer wealth between generations to reflect the client's desired outcomes," he concluded.

ASIC bans former Macquarie planner

ALEX BURKE  |  TUESDAY, 19 JAN 2016
... from 2012 to 2014. During that period, ASIC said Rickman gave financial and legal advice pertaining to wills and estate planning, and described himself as a "solicitor/conveyancer" for the purposes of overseeing a property transaction - despite having ...

Omniwealth names new COO

MARK SMITH  |  TUESDAY, 15 DEC 2015
... around the best strategy and structure for the business to weather the current business climate and succeed. "While estate planning has become a growth area for financial planners, succession planning has been overlooked or misunderstood by a lot of ...