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Showing 171 - 180 of 337 results for "Estate Planning"

Treasurer hints at super concession adjustments

MARK SMITH  |  FRIDAY, 19 FEB 2016
... bottom 20%, by contrast, more than half go to the top 10% of earners. "Super is not there to be a tax incentivised estate planning vehicle. We all want to leave something for our kids and give the next generation a head start but the tax payer has said ...

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
... Superannuation funds have been ramping financial advice services but they are not likely to enter the underdeveloped estate planning market in the near future. This is the view of advisory firm HLB Mann Judd Sydney which recently began its own estate ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
... domain," Atkinson added. "While using an investment bond is not necessarily the solution for all of a client's estate planning needs, it can effectively transfer wealth between generations to reflect the client's desired outcomes," he concluded.

ASIC bans former Macquarie planner

ALEX BURKE  |  TUESDAY, 19 JAN 2016
... from 2012 to 2014. During that period, ASIC said Rickman gave financial and legal advice pertaining to wills and estate planning, and described himself as a "solicitor/conveyancer" for the purposes of overseeing a property transaction - despite having ...

Omniwealth names new COO

MARK SMITH  |  TUESDAY, 15 DEC 2015
... around the best strategy and structure for the business to weather the current business climate and succeed. "While estate planning has become a growth area for financial planners, succession planning has been overlooked or misunderstood by a lot of ...

Perpetual acquires private wealth firm

LAURA MILLAN  |  FRIDAY, 11 DEC 2015
... Private Practice. "This acquisition extends our ability to offer the breadth of our services across accounting, tax, estate planning and financial advice to high net worth clients. It also maximises the strengths we have in our business and allows us ...

Treasurer commits to improve after-fee super returns

DARREN SNYDER  |  FRIDAY, 27 NOV 2015
... in a tax-preferred environment "well in excess of what is required for an adequate retirement." "It is not an estate planning vehicle nor was it ever intended to be," Morrison said. He added the superannuation system provides around 15% of assets for ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... are, the more they will win," he said. He added that "robos are not currently good at complex matters such tax or estate planning or insurance. Possibly we will see traditional advice operating to create the financial plan, with robos dealing with ongoing ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... provided Fog with the tools to navigate the more complex aspects of financial planning - the murkier waters of estate planning and powers of attorney. "I remember at the time, Lend Lease owned MLC," he recalls, "and they were looking to bring in people ...

Aged care concerns top Challenger advice list

DARREN SNYDER  |  FRIDAY, 30 OCT 2015
... benefits of a lifetime annuity and providing regular income for aged care costs with life risk insurance providing estate planning certainty. The firm's recent review of adviser queries suggests aged care is the leading area for advisers seeking technical ...