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Showing 201 - 210 of 339 results for "estate planning"

EQT sets up WA estate planning service

LAURA MILLAN  |  MONDAY, 27 APR 2015
Equity Trustees (EQT) has set up an estate planning service in Western Australia and has appointed a Perth-based estate planning solicitor. Stephanie Smith is the first member of the EQT estate planning team in WA, but the organisation is looking to ...

Macquarie to close Risk Advice Specialists

ALEX BURKE  |  MONDAY, 23 MAR 2015
... with six advisers recruited from Patronus Risk Specialists. It focused on life, trauma and disablement cover and estate planning advice. "We will grow the business through selective adviser recruitment," said former Risk Advice Specialists general manager ...

New ASFA course focuses on post-retirement

STAFF WRITER  |  MONDAY, 16 MAR 2015
... as the development and delivery of income streams, retirement planning, social security payments, aged care and estate planning. It is aimed at administrators and contact centre staff working for the funds and service providers, product development managers ...

What becomes of the broken hearted?

TREVOR HARRIS  |  FRIDAY, 6 MAR 2015
The period between separation and divorce is fraught with estate planning dangers, CommInsure national technical manager Alex Koodrin explained at a recent Financial Standard Technical Services Forum in Sydney. Koodrin said that the average time period ...

Centuria partners with Mason Stevens to deliver credit bond

ALEX BURKE  |  THURSDAY, 29 JAN 2015
... product structure across accumulation and retirement phases." According to Centuria, the bond is best-suited for estate planning, funding aged care and/or providing education expenses for children or grandchildren. Growth and earnings are taxed at a ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... growth, form referral relationships with centres of influence, and build expertise in areas like superannuation, estate planning and asset protection. Fortnum expects a wave of accountants to apply for a limited Australian financial services licence ...

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. ...