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Showing 201 - 210 of 333 results for "Estate Planning"

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... ability to hold personal use assets, such as a holiday home; the ability to run a business through the trust; and estate planning flexibility. "In fact, family trusts have far fewer restrictions and rules than SMSFs and are therefore simpler to operate," ...

Spring FG to pursue more acquisitions

LAURA MILLAN  |  MONDAY, 27 OCT 2014
... our pursuit of further acquisitions in the financial advice, asset management, insurance, accounting & tax and estate planning sectors," Spring FG managing director Keith Cullen said. "In addition to these two key acquisitions the Company is enjoying ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... "financial planners consider the tax implications for clients when advising on super, investments, savings mechanisms, estate planning, debt management, government benefits, insurance needs and retirement planning." The IPA proposed that advisers undertake ...

Annuities not right for default pensions: Rice Warner

JAMES FERNYHOUGH  |  WEDNESDAY, 27 AUG 2014
... described longevity pooling as "an integrity measure to prevent the default product being used for tax deferral and estate planning purposes instead of retirement income," adding: "Besides, people are locked into paying 12% of their salary into super. ...

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... "innovation think tanks." Initially, the platform has 25 different categories, including sales, advice modeling tools, estate planning, CRM, social media, client referral systems or business succession. The initiative will be officially launched and ...

Dying in social media: adviser's next big nightmare

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
... platforms, with multiple accounts and passwords, is set to become a nightmare for financial advisers specialising in estate planning, as they will be forced to deal with the person's digital footprint after their death. Equity Trustees (EQT) wills and ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... $2,000 last year the 2014 SMSF Planner Report revealed. The most common areas of unmet advice were inheritance and estate planning (27%), Age Pension and other entitlements (27%) and SMSF pension strategies (24%). These figures coincide with satisfaction ...

Govt begins long-awaited retirement income review

JAMES FERNYHOUGH  |  TUESDAY, 22 JUL 2014
... questioned whether DLAs should include death benefits, suggesting that there should be some limit to avoid their use as estate planning tools rather than pure longevity insurance. The final section proposes changing the minimum drawdown rule, allowing ...

EQT completes ANZ Trustees acquisition

STAFF WRITER  |  MONDAY, 7 JUL 2014
... of ANZ clients who need access to aged care services. ANZ will retain its capabilities on philanthropic advice, estate planning, investment management and alternative investment capabilities. "The focus for the business over the next 18 months will be ...

ASFA calls for lifetime contribution caps

MARK SMITH  |  THURSDAY, 3 JUL 2014
... superannuation as a means to provide enough income for a comfortable retirement, and not for wealth accumulation or estate planning purposes," Vamos said. ASFA also evaluated the ability of the superannuation system to empower Australians to self-fund ...