Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 131 - 140 of 292 results for "Estate planning"

Perpetual acquires private wealth firm

LAURA MILLAN  |  FRIDAY, 11 DEC 2015
... Private Practice. "This acquisition extends our ability to offer the breadth of our services across accounting, tax, estate planning and financial advice to high net worth clients. It also maximises the strengths we have in our business and allows us ...

Treasurer commits to improve after-fee super returns

DARREN SNYDER  |  FRIDAY, 27 NOV 2015
... in a tax-preferred environment "well in excess of what is required for an adequate retirement." "It is not an estate planning vehicle nor was it ever intended to be," Morrison said. He added the superannuation system provides around 15% of assets for ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... are, the more they will win," he said. He added that "robos are not currently good at complex matters such tax or estate planning or insurance. Possibly we will see traditional advice operating to create the financial plan, with robos dealing with ongoing ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... provided Fog with the tools to navigate the more complex aspects of financial planning - the murkier waters of estate planning and powers of attorney. "I remember at the time, Lend Lease owned MLC," he recalls, "and they were looking to bring in people ...

Aged care concerns top Challenger advice list

DARREN SNYDER  |  FRIDAY, 30 OCT 2015
... benefits of a lifetime annuity and providing regular income for aged care costs with life risk insurance providing estate planning certainty. The firm's recent review of adviser queries suggests aged care is the leading area for advisers seeking technical ...

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
Integrated estate planning services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney ...

Equity Trustees appoints new CFO

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... provides a range of financial services to corporate and private clients including wealth and asset management, estate planning and administration, philanthropy, superannuation, aged care advice and placement.

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... focuses on superannuation and insurance, but NAB intends to extend it to other areas such as debt, investments and estate planning. "The shape of the advice industry is changing and it will be largely driven by consumers, whose needs are evolving. Different ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... mobile device and are designed to assess clients' financial literacy across multiple areas, including insurance, estate planning, superannuation and investments. "For advisers, having an automated or 'robo' tool like the Wealth Index to equip them with ...

Advisers key to encourage charitable giving

LAURA MILLAN  |  MONDAY, 7 SEP 2015
... said. Fay suggested that advisers could introduce the issue of charitable giving into their conversations around estate planning. They could ask clients if they would like to include in their will charities that they currently support, highlight a positive ...