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Showing 221 - 230 of 333 results for "Estate Planning"

Austock Life appoints former senior BT executive

MARK SMITH  |  TUESDAY, 20 AUG 2013
... Adviser awareness and demand of our insurance bond master platform and its strategy-wrap of financial, tax and estate planning applications."

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... Advisers (AFA) Adviser of the Year award in 2006 and has seen his role as licensee of Queensland-based Business & Estate Planning Specialists transition to a focus on compliance rather than advice. "Compliance obligations were taking me away from running ...

Aon Hewitt partners with EQT

JAMES FERNYHOUGH  |  FRIDAY, 28 JUN 2013
Aon Hewitt has selected Equity Trustees Limited (EQT) to provide an estate planning referral service for its advisers. The partnership will give Aon Hewitt's financial adviser network access to EQT's estate planning and wills specialists. "Australia's ...

Rubik launches COIN app

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... clients' essential data, such as key details, key relationships, insurance arrangements, goals and objectives and estate planning information," Wilson said.

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... taking him away from his clients, he said. Edmondson has handed back the licence of Queensland-based Business & Estate Planning Specialists and a number of its advisers will also join Affinia Financial Advisers, which is backed by life insurance group ...

BT launches adviser website and app

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
... information and advice in areas such as superannuation, social security, retirement planning, tax aged care and estate planning. "BTAS really puts everything a planner needs at their fingertips," head of practice management advice Wes Hall said. "Whether ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... The division brings under a single shop the most important aspects of aged care: accommodation, investment and estate planning. It facilitates the discussions with lawyers, aged care experts and real estate specialists within the group to help advisers ...

Rainmaker Group appoints Professional Standards Officer

ALICE URIBE  |  MONDAY, 29 APR 2013
... in self-managed superannuation funds (SMSFs), personal and corporate income tax issues, credit, tax structures, estate planning, aged care, social security and business succession planning. "We are excited to have Trevor on board. As the countdown begins ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... it was urgent for advisers to look at linking SMSFs to structures such as trusts and family trusts, as well as estate planning. "The missing gap is structures and the impact of structures and the capacity to give advice to small business operators. It ...

Mills Oakley to launch private wealth service

MARK SMITH  |  TUESDAY, 12 MAR 2013
... which will be opened by The Hon Peter Costello AC, provides advice on corporate structuring, asset protection, estate planning, tax, business succession planning, co-ownership issues and business exits. The team will be headed by Melbourne partners Martin ...