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Showing 181 - 190 of 337 results for "Estate Planning"

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
Integrated estate planning services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney ...

Equity Trustees appoints new CFO

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... provides a range of financial services to corporate and private clients including wealth and asset management, estate planning and administration, philanthropy, superannuation, aged care advice and placement.

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... focuses on superannuation and insurance, but NAB intends to extend it to other areas such as debt, investments and estate planning. "The shape of the advice industry is changing and it will be largely driven by consumers, whose needs are evolving. Different ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... mobile device and are designed to assess clients' financial literacy across multiple areas, including insurance, estate planning, superannuation and investments. "For advisers, having an automated or 'robo' tool like the Wealth Index to equip them with ...

Advisers key to encourage charitable giving

LAURA MILLAN  |  MONDAY, 7 SEP 2015
... said. Fay suggested that advisers could introduce the issue of charitable giving into their conversations around estate planning. They could ask clients if they would like to include in their will charities that they currently support, highlight a positive ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... 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 ...

EQT appoints estate planning specialist

ALEX BURKE  |  THURSDAY, 3 SEP 2015
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 ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... topics but broader financial issues such as investment strategies, wealth accumulation, insurance or retirement and estate planning," McCartney said.

Challenger's $300m profit and new product

DARREN SNYDER  |  TUESDAY, 18 AUG 2015
... 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 ...

Minimum $200k SMSF balance "completely incorrect"

LAURA MILLAN  |  MONDAY, 27 JUL 2015
... 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 ...