Search Results | Showing 141 - 150 of 292 results for "Estate planning" |
| | | ... about control, and 15-20 years ago DIY funds had features you just couldn't get in the mainstream space, like estate planning. But many funds have caught up now, so there's less of a need for SMSFs." So-called 'member direct investment options' within ... |
| | | | Equity Trustees has appointed an estate planning solicitor to its Sydney offices. Terry Matthews joins EQT from Makinson d'Apice Lawyers. He is a former manager of estate planning for New South Wales at National Australia Trustees, and has also worked ... |
| | | | ... topics but broader financial issues such as investment strategies, wealth accumulation, insurance or retirement and estate planning," McCartney said. |
| | | | ... benefits of a lifetime annuity, providing regular income for aged care costs, with life risk insurance providing estate planning certainty. Benari said over the past 12 months there had been a sea-change in attitudes towards retirement income, with increased ... |
| | | | ... an SMSF irrespective of the balance, such as free choice of life insurer or more freedom to design the member's estate planning strategy. Hallinan added that some investment strategies are only available to SMSFs. As an example, he talked about "the ... |
| | | | ... planning leaves the real personal, specific aspects of financial planning to the adviser - insurance planning, estate planning and transition-to-retirement. "FoFA really made advisers focus on personal, specific advice. It's not around managing the nitty ... |
| | | | ... includes providing advice across tax, superannuation, insurance, succession planning, aged care, asset protection, estate planning and social security legislation. Lewis will report to Perpetual Private general manager of advice delivery Marion Enander. ... |
| | | | ... Financial Standard, Shaw and Partners has reoriented its business around providing independent financial planning, estate planning, insurance and philanthropic services. Shaw head of private wealth (and former Macquarie Private Wealth North America chief ... |
| | | | ... strategy to offer holistic advice services. Shaw will provide a combination of independent financial planning, estate planning, insurance and philanthropic services. Central to this new strategy was the February appointment of head of private wealth ... |
| | | | Australian Unity Personal Financial Services will acquire estate planning firm Flinders Australia. As per the agreement, the acquisition will complete on July 1 and will give Australian Unity access to Flinders' estate planning, executor and trust administration ... |
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