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Showing 1 - 10 of 551 results for %22Estate Planning%22

Jinding funds management division spun off

ELIZA BAVIN  |  THURSDAY, 16 MAY 2024
... offices in Melbourne and Singapore's Marina Bay Financial Centre, is targeting Asia Pacific investors for Australian real estate. The business has raised more than $340 million in capital for Jinding's residential developments in Australia since being ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July. Equity Trustees will have one of the largest Will banks in the country as a result of the move, adding to the sizeable ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... Brisbane's Cleveland, Blue Harbour was established in 2002 and specialises in superannuation, retirement, and estate planning. Cook recently told sister publication FS Advice why he's a strong advocate for guiding the next generation of advisers, having ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... method. A slew of costs to consider include accommodation payments, daily care fees, tax, social security, and estate planning services. "Strategic and financially complex aged care advice is increasingly provided to older Australians by unlicensed and ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... community last year that also includes providing access to Islamic pensions, financial advice and retirement and estate planning. Islam said the Islamic SMSF worked on several different levels. Firstly, because buying property in Australia, particularly ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... SMSF Club advised its clients to set up self-managed superannuation funds (SMSFs) to buy real property marketed by real estate agent Positive RealEstate. ASIC alleged that between December 2013 and July 2016, Positive RealEstate paid SMSF Club around ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... he has worked since 1993. He specialises in advising on tax, superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial advisers, lawyers, and others help clients deal with these ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... Navigating this environment, therefore, requires balance, especially when clients want to make a substantial investment in real estate. A survey by finance comparison site Mozo reveals that one in six Australians fork out 40% to 60% of their monthly ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real estate and the strategies around property ownership will continue to be topical amongst financial advisers and their clients ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... non-retail investment opportunities. In addition, they require consolidated reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee ...
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