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Showing 161 - 170 of 339 results for "estate planning"

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. ...

EQT appoints new managing director

DARREN SNYDER  |  MONDAY, 4 JUL 2016
... range of services to individuals, families and corporate clients including aged care advice, asset management, estate planning, philanthropic services and responsible entity services for external fund managers.

AstuteWheel launches one-hour estate planning

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... platform AstuteWheel has launched its Astute Estate Planner service, which enables rapid implementation of the estate planning process. Specifically, the tool allows planners to "facilitate" the development of an estate plan - on which they are not legally ...

Super changes about sustainability: O'Dwyer

KELLY O'DWYER, ASSISTANT TREASURER AND MINISTER FOR SMALL BUSINESS  |  FRIDAY, 27 MAY 2016
... tax concessions, and reduce the extent to which the superannuation system can be used for tax minimisation and estate planning. While the changes relating to the caps have received much of the media attention, I would like to highlight a number of changes ...

Federation Alliance launches Federation Super

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
... advisers to construct an investment strategy in line with individual retirement objectives. "Federation Super's estate planning features include reversionary and non-lapsing binding death benefit nominations, and it provides access to a selection of ...

Super objective paves way for taxation changes

DARREN SNYDER  |  TUESDAY, 3 MAY 2016
... superannuation system will be improved by reducing the extent that superannuation is used for tax minimisation and estate planning purposes. "We will also remove tax barriers to the development of new retirement income products by extending the tax exemption ...

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... includes 20 stand-alone units, which span a range of topics and experience levels. The program includes content on estate planning, business insurance and two succession planning units, with all units qualifying advisers for CPD points. "The Zurich Curriculum ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
... under advice. It advises on retirement planning, investments, insurance, self-manage super fund administration and estate planning. The acquisition will bring Pride Advice's total funds under advice to $250 million. Commenting on the purchase, Pride ...

Mercer calls for total retirement income perspective

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
... "Super should provide an income throughout your entire retirement, it is not intended for wealth accumulation and estate planning. We need to lock this into the overall objectives now to ensure an adequate and sustainable retirement income for Australians ...