Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 211 - 220 of 337 results for "Estate Planning"

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 ...

EQT strengthens estate planning team

LAURA MILLAN  |  MONDAY, 26 MAY 2014
Equity Trustees (EQT) has appointed two solicitors to support the growth of its estate planning and wills business. Catherine Elversson and Andrew Woods will be reporting to EQT national manager estate planning Anna Hacker. Elverson will be based in ...

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."