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Showing 141 - 150 of 337 results for "Estate Planning"

Financial advice cannot be a quick-fix: Stackpool

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... challenging, but it is ultimately rewarding for the client. "It's a long-term view. It's risk management. Then the estate planning, then their investment strategy... Over time, they start to see the full picture. That's when they start to understand ...

Beneficiaries unfamiliar with death benefits

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2017
... During death benefit complaints, there is a high level of legal representation; while lawyers may be familiar with estate planning and family law definitions, they are not always cognisant of the differences in superannuation law and the importance of ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... adviser portal," Kitto said. Quill Group intends to extend the capabilities of the portal to incorporate legal and estate planning, with plans to partner with Elston Financial Planning to develop an end-to-end 'packaged' solution for financial specia ...

Philanthropy report offers valuable insights for NFPs: Perpetual

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... clients to philanthropy. "We encourage all Australians to consider structured giving as part of their financial and estate planning." As trustee for about 1000 charitable trusts and endowments, Perpetual manages $2.6 billion in charitable funds (as at ...

Trustee business names philanthropy manager

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... important part of the business. "The two main areas of focus for Australian Unity Trustees are philanthropy and estate planning, and Caroline's appointment means we now have the expertise in place to lead and grow this side of the business," Sakellaris ...

AMP upgrades wrap platform

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... greater efficiency for advisers to manage multiple client activities simultaneously, giving them more choice in estate planning. Advisers for example, will be able to provide customers access to a range of options when nominating account beneficiaries ...

Future retirement products aided by tax exclusions

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... beneficiary, with benefit payments being set in a manner that does not circumvent the commutation rules or provide estate planning benefits," the explanatory memorandum reads. Factors that will be considered include the extent payments depend on the ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... responsible for developing the business building a specialist, client-focused team to provide services including estate planning; executor appointments and estate administration; financial attorney; financial and legal administration; and the establishment ...

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
Wealth management services provider SUPERCentral is launching an estate planning course for financial advisers. The scenario-based course, Real Life Estate Plans, aims to provide advisers with the tools to meet clients' needs in estate planning as Australia ...

Australian Unity enters trustee services

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... its trustee services business. Revealed in the group's interim results, Australian Unity Trustees will provide estate planning, trustee, attorney, administration, executor, estate administration, philanthropic and native title services. Managing director ...