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Showing 221 - 230 of 337 results for "Estate Planning"

Advisers and accountants clash over SMSFs

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... alliances are important." Salmon highlighted the fact that planners can help clients when it comes to strategy, estate planning, wealth creation and retirement.

Bad estate planning advice is getting clients in trouble

LAURA MILLAN  |  TUESDAY, 19 NOV 2013
... Accountants and financial planners could be causing problems for clients by giving them incorrect legal advice in estate planning. Acorn Lawyers director Lindsay Stoddart revealed that "50% of the deeds I see coming from accountants and financial planners ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
... qualified advisers apart from the spruikers is education and the ability to deliver advice on complex areas such as estate planning, contribution caps, related party transactions and other trustee responsibilities," said Johnson. The cost to use the ...

In estate planning, beware of remarried clients

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... Clients who have a second, third or even fourth marriage are the most complicated to deal with when it comes to estate planning and this is something advisers should take into consideration. When working on the wills of this kind of clients, advisers ...

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 ...