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Showing 231 - 240 of 334 results for "Estate Planning"

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 ...

Make sure the right people inherit your super

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
... response to requests from SMSF advisers and their clients, frustrated by the lack of certainty when it came to estate planning and structuring. "Being able to appoint a Death Benefit Guardian will enable them to plan the flow of benefits knowing they ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... Woodley, director and chief executive officer at Fitzpatricks said the unique advice needs around tax, law and estate planning of private wealth clients meant specialised firms had an important role to play as facilitators in achieving wealth goals. ...

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... only, or even the main, criteria clients hold their advisers to, but that technical areas such as tax advice, estate planning or structuring of finances are highly valued by clients."