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Showing 1561 - 1570 of 3012 results for "Estate"

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... SMSF 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 ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... former authorised representative of Futuro Financial Services that transferred about $300,000 to himself from a deceased estate has been permanently banned by the corporate regulator. ASIC has permanently banned Robert Pryor Smith of South Australia's ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
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 ...

UBS tops Australasian adviser tables for mergers and acquisitions

DARREN SNYDER  |  TUESDAY, 9 JAN 2018
... deal-making in 2017. This included 579 deals worth US$86.1 billion ($109.8bn), up 30.7% by dollar value compared to 2016. Real Estate was named the top sector of 2017 by dollar value across APAC, growing threefold to US$121.7bn ($155.1bn). This was led ...

Only way is up for global economy: Baur

DARREN SNYDER  |  TUESDAY, 9 JAN 2018
... to be positive for either emerging market stocks or bonds. In terms of other asset classes, Baur likes commercial real estate in various parts of the world. "Not every city in the US nor in Europe, but I think there are places where job growth is good ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
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 ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... on the 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 ...

Blue Sky scores major pension fund mandate

ALEX BURKE  |  THURSDAY, 21 DEC 2017
... "our deal-flow pipeline has been going from strength to strength." Shand said that its investments across private real estate, private equity and infrastructure will continue to focus on "essentials," including healthcare, education and student accommodation. ...

Cromwell appoints chief capital officer

ALEX BURKE  |  WEDNESDAY, 20 DEC 2017
... America Merrill Lynch Hong Kong, where he was deputy director of research - Asia-Pacific. Prior to that, he was head of real estate research at Bell Potter Securities, co-head of global real estate at Babcock and Brown, a real estate research analyst ...

Global private markets manager partners with listed property investor

ALEX BURKE  |  TUESDAY, 19 DEC 2017
... institutional ownership," Propertylink chief executive Stuart Dawes said. "We continue to see strong appetite for Australian real estate investment across both the industrial and office markets. Our strong track record of delivering market-leading returns ...