Search Results | Showing 141 - 150 of 337 results for "Estate Planning" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
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