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Showing 131 - 140 of 339 results for "estate planning"

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 ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... advisers to revisit the rules regarding death and disability benefits in conjunction with the transfer balance cap in estate planning strategies. According to IOOF head of technical services Martin Breckon, the changes around death benefits reinforce ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
Research from two Australian universities found that overlooking digital assets in estate planning could have dire implications for business owners. Most Australians (71%) are unaware of what would happen to their digital assets when they pass away ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... Choice clients will now have access to a broader advice and product suite ranging from mortgages and finance, to estate planning, property advice and personal and corporate tax and accounting. For practitioners, the new dealer group service offering ...

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
Ageing populations giving rise to an increasing number of blended families will drive up complexity in estate planning, according to Bartier Perry Lawyers executive lawyer Chris Tsovolos. Speaking at the inaugural Financial Standard Best Practice Forum ...

Riding the retirement tidal wave

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... portfolios will need to adjust accordingly - and from an adviser's perspective, Shead said "the complexities around estate planning are probably going to get worse," citing the likelihood of 80-year- old divorcees and four-generation households. Speaking ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
Smart estate planning must include alternatives to the will, says Austock Group. In a note to financial advisers, the registered pooled development fund recommends considering an investment bond. The bond provides for an arrangement that is not only ...