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Showing 231 - 240 of 339 results for "estate planning"

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 ...

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.