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

Search Results

Showing 231 - 240 of 337 results for "Estate Planning"

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 ...

AFA makes board and exec changes

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
... and is currently Principal of Blueleaf Consulting Pty Ltd which specialises in providing business succession, estate planning, group and individual risk insurance advice. Crawford is a former National Committee member of the AFA's GenXt initiative and ...

NAB Asset Servicing awarded new contracts

MARK STORY  |  MONDAY, 4 FEB 2013
... under management. Fitzpatricks Private Wealth is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment management. Fitzpatricks has $2 billion under advice ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
... primary reason behind establishing a SMSF followed by investment flexibility (75%), tax management (58%), and estate planning (44%). The ability to borrow for asset acquisition was the main reason for 18% of SMSF trustees. Reinforcing a focus on costs ...

Hood Sweeney announces three new directors

MARK STORY  |  FRIDAY, 2 NOV 2012
... businesses, and provides complex taxation advice on business and investment structures, commercial, superannuation and estate planning," Rowe said.

Avoid estate planning mistakes

BEN COLLINS  |  TUESDAY, 30 OCT 2012
Advisers may need more technical and compliance knowledge to make sure that they meet clients' needs with estate planning, said Equity Trustees Limited. Actually drafting a Will or documenting an estate plan may prove more complex than some had realised ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
Financial education for younger generations from families of wealth should be a separate issue from wealth transfer planning and deserves to be treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique ...