Search Results | Showing 241 - 250 of 339 results for "estate planning" |
| | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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." |
| | | | ... firms alike are seeing the attractions of partnerships with businesses that have been offering services such as estate planning and intergenerational wealth transfer over many decades," he said. Rimmer has 20 years' experience in superannuation, financial ... |
| | | | ... The product offers investment solutions that can be used for a number of purposes including education savings, estate planning and tax management. |
| | | | ... technical minds working in the industry, the Forum looked at some of the benefits of insurance bonds, including estate planning, aged care and tax. Higgins said on many occasions insurance bonds are a sound estate planning vehicle as they distribute ... |
| | | | ... Imputation Bond menu. "It is very important to many of our investors - especially those using the Imputation Bond's estate planning and aged care strategies - to have stability and reliability of the underlying investments," said Ross Higgins, managing ... |
| | | | Equity Trustees has appointed Anna Hacker to the newly created role of senior manager - estate planning, reporting to Lachlan Wraith, head of personal estates and trusts. Hacker joins Equity Trustees (EQT) from Moores Legal where her role included providing ... |
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