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Showing 171 - 180 of 292 results for "Estate planning"

EQT to buy ANZ Trustees for $150m

MARK SMITH  |  THURSDAY, 10 APR 2014
... bank. ANZ chief executive of global wealth Joyce Phillips confirmed ANZ would retain its philanthropic advice, estate planning, investment management and alternative investment capabilities as part of its range of wealth solutions. "Equity Trustees is ...

AstuteWheel launch estate planning tool

LAURA MILLAN  |  MONDAY, 7 APR 2014
AstuteWheel have launched an estate planning tool that helps advisers gather their clients' information before they meet with the solicitor. "Usually clients don't know where to start when it comes to estate planning and unless the adviser knows how ...

RI Advice launches estate planning service

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
ANZ-owned dealer group RI Advice Group has launched an Estate Planning Program to be used by its network of 170 plus advisers. Head of RI Advice Group, Darren Whereat said the new program is intended to reach the next generation of current clients ...

Young clients also looking for aged care advice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Clients in their mid-thirties tend to seek advice in aged care and estate planning, especially when they have little children to look after. JBS Financial Strategists director Jenny Brown told Financial Standard about a young couple concerned about ...

NAB named best private bank

HARRY PAGE  |  THURSDAY, 20 FEB 2014
... wealth management solutions for our clients, from wealth creation and protection, to trusts, philanthropy and estate planning," Yates said. "I'm delighted NAB Private Wealth has been recognised once again as Australia's best private bank."

Advisers and accountants clash over SMSFs

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... alliances are important." Salmon highlighted the fact that planners can help clients when it comes to strategy, estate planning, wealth creation and retirement.

Bad estate planning advice is getting clients in trouble

LAURA MILLAN  |  TUESDAY, 19 NOV 2013
... Accountants and financial planners could be causing problems for clients by giving them incorrect legal advice in estate planning. Acorn Lawyers director Lindsay Stoddart revealed that "50% of the deeds I see coming from accountants and financial planners ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
... qualified advisers apart from the spruikers is education and the ability to deliver advice on complex areas such as estate planning, contribution caps, related party transactions and other trustee responsibilities," said Johnson. The cost to use the ...

In estate planning, beware of remarried clients

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... Clients who have a second, third or even fourth marriage are the most complicated to deal with when it comes to estate planning and this is something advisers should take into consideration. When working on the wills of this kind of clients, advisers ...

Austock Life appoints former senior BT executive

MARK SMITH  |  TUESDAY, 20 AUG 2013
... Adviser awareness and demand of our insurance bond master platform and its strategy-wrap of financial, tax and estate planning applications."