Search Results | Showing 121 - 130 of 339 results for "estate planning" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
|