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

Search Results

Showing 261 - 270 of 337 results for "Estate Planning"

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
... super fund clients, mainly schools, manufacturers and sporting organisations, while KRA has focused on SMSFs and estate planning. "We want to continue the good work of President on the corporate side but also focus on the business owners," said Mark ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
... relationships with high net worth clients, according to a survey of 1,287 US investors, with tax strategies and estate planning the biggest gaps. The Dow Jones Affluent Investor Study found advisers don't do enough to leverage their bonds with clients ...

New SMSF course on offer

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... 50 years of industry experience between them, will be teaching the course. The largest topics to be covered are estate planning, tax issues including death and disablement and in-house assets. "We will be covering the full cross-section of SMSF issues," ...

FOFA opens estate planning doors

ELISE BURGESS  |  THURSDAY, 7 APR 2011
More advisers want to move into estate planning and aged care as fee-for-service reforms opens new business opportunities, according to OnePath. Adviser concerns and industry questions have been particularly focused on estate planning and aged care ...

LGA names chief exec

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... families to preserve, grow and transfer significant wealth across generations focusing on wealth transfer, taxation, estate planning and probate, investment portfolio allocation, business structuring and strategic philanthropy.

Equity Trustees names head of wealth mgmt

ELISE BURGESS  |  TUESDAY, 22 MAR 2011
... demand for personal estates and trusts business services with growth expected in its traditional philanthropy, estate planning and personal trusts business under Lachlan Wraith, private clients legal manager, who has been heading up wealth management ...

CareSuper offers online advice

MATT WOODINGTON  |  MONDAY, 21 MAR 2011
... Mentor module takes five minutes. The twelve modules also includes financial planning, money management, super, estate planning, income streams, money in retirement and 'a plan for life'. At the start of the month the ATO hosted a roundtable aimed at ...

PIS appoints head of risk

MICHELLE BALTAZAR  |  MONDAY, 14 MAR 2011
... advice revenue) and launch a series of new risk initiatives, including the creation of a 'Business Insurance & Estate Planning Academy'. Mark has previously held risk distribution and advice roles within PIS. The diversified financial services group ...

Blackshaw appointed QLD/WA head

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
... holistic support across all our clients' financial needs, including banking, lending, wealth, insurance, taxation and estate planning," said Rebecca Lim, general manager St.George Private Clients. Blackshaw's role is effective 22 November 2010.

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... loan and insurance. "A UMA provides a consolidated view of total assets, which is important as people move into estate planning. It's not just about accumulation but about wealth," she said, adding that a UMA allows an adviser to "stop selling product ...