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Showing 241 - 250 of 334 results for "estate planning"

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... 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 ...

Insurance bonds offer tax effective strategy

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
... The product offers investment solutions that can be used for a number of purposes including education savings, estate planning and tax management.

Insurance bonds back in favour

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
... 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 ...

EQT wins Austock Life mandate

MELANIE TIMBRELL  |  TUESDAY, 24 APR 2012
... 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 ...

Estate planning specialist joins Equity Trustees

RACHEL DAVIS  |  WEDNESDAY, 11 APR 2012
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 ...

Lowenhaupt Global Advisors names executive director

RACHEL DAVIS  |  FRIDAY, 2 MAR 2012
... wealth across generations. Partnering with local firms, LGAA provides independent investment advisory, tax and estate planning, risk management, fiduciary services, family governance and strategic philanthropy services.

Super strategy needed for retirees

ELISE BURGESS  |  FRIDAY, 28 OCT 2011
... believed they can leave their super to family as part of their estate, creating a tax-advantaged vehicle to help in estate planning, as opposed to funding their retirement, although investment choices should also be carefully considered. "One thing they ...

Plan B appoints new group executive, product and distribution

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
... in 1986, Plan B offers wealth management and administration services, including advice, investment management, estate planning and insurance.

Matrix adds new member firm

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
... accumulation, superannuation, pre-retirement and retirement planning, personal and business life insurance, aged care and estate planning. The principal financial planner in the practice is Sunhee Hres who has been in the financial services industry ...

Alphington targets younger HNW investors with wealth service

MATT WOODINGTON  |  TUESDAY, 11 OCT 2011
... Alphington aims to deliver a "personalised CFO" type service to investors, including wealth preservation, investment, estate planning, insurance and wealth transfer although it also offers one off pieces of advice to clients. Jacob said that too many ...