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Showing 151 - 160 of 337 results for "Estate Planning"

HLB appoints director, outlines plans

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
... particularly the 1.6 million contributions cap, a more long-term focus for the firm is assisting clients with their estate planning in a bid to prevent financial elder abuse that may arise out of bequeathed super over the cap not being able to be kept ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
... have been pro-active in completing specific accreditation courses on aged care regulation, social services and estate planning. David Reed, winner of the 2015 AFA Adviser of the Year, is focusing his efforts on retirement coaching. Early this week, Financial ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... superannuation, risk management and asset protection, investment and portfolio administration, business risk insurance, estate planning and retirement planning. Arthur J. Gallagher & Co is an international insurance brokerage and risk management services ...

Bendigo sells estates business

ALEX BURKE  |  MONDAY, 19 DEC 2016
... forming a strategic partnership with Bendigo, which includes a five-year referral arrangement where EQT will provide estate planning management and administration services for the bank. O'Brien added: "Equity Trustees has the same commitment to the values ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... Sovereign Plus has strengths in financial health checks, wealth generation strategies, financial structure advice and estate planning strategy development. Sovereign Wealth was founded 28 years ago by chief executive Marie Richardson, who will be involved ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... offers accreditation with the Tax Practitioners Board (TPB)CPD accreditation plus extended sessions focusing on estate planning and engaging new clients." "We wanted to reward advisers who are dedicated to quality advice outcomes by providing them with ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... head of research, Recep III Peker, said consistent with previous years, SMSF trustees have noted inheritance and estate planning, pension strategies, Age Pension, and longevity risk as key areas where they have unmet advice needs. "This year we have ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... advice (FUA). DFA provides a range of advisory services including retirement planning, investment insurance, SMSF, estate planning and strategic financial planning advice. The firm also has a strong corporate super offering for small to medium sized ...

MGD sets focus on risk and succession

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... and advisory, tax advisory, personal and business accounting, personal risk insurance, business succession and estate planning and administration.

Investment bonds back in favour: IOOF

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
... more," Herrald said. Paraded for their tax effectiveness, investment bonds can also be utilised as part of an estate planning strategy, a method which Herrald claims is of course not only more tax efficient for beneficiaries but also has a smoother process. ...