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Showing 1441 - 1450 of 3009 results for "Estate"

Financial services employment to boom

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... the Royal Commission. Latest figures from Manpower show the net employment outlook for the finance, insurance and real estate sectors is up 21% for the fourth quarter of 2018. This is the strongest outlook since the third quarter of 2012 and smashes ...

SMSFs: Who, what, where, when and how

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
... Smith saying it is often the case that an SMSF will have attracted a group comprising a lender, lawyer, accountant, real estate agent in addition to the adviser "Many of those business partners are not exposed to internal and external dispute resolution ...

RBC I&TS wins custody, fund admin mandate

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
... individual investors across Australian and international equities, Australian agriculture, currency management and US real estate.

Royal Commission an opportunity: Anderson

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
Financial advice businesses must use the Royal Commission as an opportunity to reflect on whether they have an acceptable culture and right approach to risk management. Speaking as part of a panel session at the Association of Financial Advisers' National ...

CFS technical expert moves to Australian Unity

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
... who provide technical support to financial advisers, which included superannuation, self-managed super fund, taxation, estate planning, social security and aged care. Australian Unity general manager of licensee services John Carnevale said Chu brings ...

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
Commonwealth Bank will refund unauthorised advice fees charged to dead customers and rebate all grandfathered commissions charged to clients of Commonwealth Financial Planning. Taking further action to improve its wealth management business, CBA has ...

Australian Unity mulls fund takeover

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
... to buy the ASX-listed Australian Unity Office Fund. As responsible entity of the fund, Australian Unity Investment Real Estate received an unsolicited, indicative and non-binding proposal from Starwood Capital Asia to acquire all of the issued units ...

Half of Australians don't have a will

KANIKA SOOD  |  THURSDAY, 4 OCT 2018
... don't have wills). Finder personal finance expert Kate Browne said Aussies need to act even if they don't have a large estate. "Most people don't like to think about their death and fewer still enjoy paperwork, but if you die without making a valid will ...

Government to relax super work test

KARREN VERGARA  |  WEDNESDAY, 3 OCT 2018
... However, to ensure superannuation is being used to increase individuals' income in retirement and not for tax minimisation or estate planning purposes, non-concessional contributions amounts are limited per financial year and general transfer balance ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... is looking to take Leda's message to more high schools as well as establish referral partnerships with accountants, estate planning lawyers and other relevant service providers. In 2019, he hopes Leda will have gained the scale to employ a full-time ...