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Showing 1521 - 1530 of 3012 results for "Estate"

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... wealth of its kind. According to the mutual, the size of this wealth transfer should serve as a reminder to check their estate distribution plan. Citing a joint research report from the University of Queensland, Queensland University of Technology and ...

IFM partners to launch global property manager

HARRISON WORLEY  |  THURSDAY, 26 APR 2018
... Funds Management (IPFM) to provide institutional investors with execution and management of international unlisted real estate investments. The company will initially target diversified property investments, focusing on core, income-producing assets. ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
... ensure they capitalise on investments while overseas. Expatme services cover immigration, tax and accounting, finance, estate planning, property investment, property management, investment management and asset protection.

Industry fund begins lifecycle pension strategy

HARRISON WORLEY  |  TUESDAY, 24 APR 2018
... default across REI's Retirement Pension and Transition to Retirement Pension. The new option follows the decision by the real estate industry fund to adopt the Insurance in Superannuation Voluntary Code of Practice.

Industry fund signs on to insurance code

HARRISON WORLEY  |  THURSDAY, 19 APR 2018
... way for members, due to their ability to access group cover arrangements," he said. The adoption of the code by the real estate industry fund follows Tasplan's announcement earlier this month that it intends to be compliant with the new code by April ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... adviser receiving ongoing service fees from a client that had passed away. He had provided no advice to the client nor her estate and did not have an ongoing service agreement with the estate. "On this occasion, it doesn't appear that there is a discussion ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD  |  THURSDAY, 19 APR 2018
... personally prefers fee-for-service payments for advisers but AMP hadn't had discussions in that regard. See also: Treat real estate agents like advisers: REIA RC findings bring shame on advice industry: social media No view on ending adviser commissions ...

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... review offer but were still charged a fee, Hodge said. Perkovic explained the review was a chance to revisit clients' SOAs, estate planning needs and objectives for the year. This is a flat fee ranging from $1500 to $21,600 per year, she said, emphasising ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... their clients," MBS Director Kris Mason said. For Cardena, the move expands its client offerings. Cardena partners with estate planners, tax specialists, asset consultants, portfolio and investment managers and technology platforms. Previously called ...

Treat real estate agents like advisers: REIA

ALEX BURKE  |  TUESDAY, 17 APR 2018
Real estate agents should be treated like financial advisers and be directly remunerated by the real estate vendor, the Real Estate Institute of Australia advised in a Royal Commission submission. REIA president Malcolm Gunning noted a proliferation ...