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Showing 281 - 290 of 334 results for "Estate Planning"

NAB Super introduces binding death benefits

RUTH LIEW  |  TUESDAY, 26 MAY 2009
... can make a binding nomination. "If you want certainty in how your death benefit will be paid to assist in your estate planning, binding nominations may be worth considering," said the fund. Members who opt for this benefit will however need to review ...

Westpac exec joins NAB Private Wealth

RUTH LIEW  |  MONDAY, 25 MAY 2009
... capability and brings together NAB Private Wealth's investment strategy and solutions, research, financial planning, estate planning, philanthropy, private custody, and trustee professionals. Hamilton will start his new role mid next month. Meanwhile ...

Netwealth adds tech services manager

PRESS RELEASE  |  MONDAY, 11 MAY 2009
... technical support on self managed super funds (SMSF), personal and corporate super, income tax, tax structures and estate planning. Chew will present on professional development days and dealer and industry conferences. "Keat will also have a mandate ...

Best of the best at Securitor

RUTH LIEW  |  MONDAY, 20 APR 2009
... downturn. He has a holistic offering combining risk, investment, debt and financial planning, accounting as well as estate planning, direct shares and recently equipment leasing and finance. Meanwhile the rising star of the year award was won by Craig ...

Acacia separates from Linear

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
... appointed chief executive at Acacia Wealth. The financial planning group provides personal financial advice across estate planning and risk insurance using a managed account structure.

Twenty new topics for NGS Super

RUTH LIEW  |  FRIDAY, 6 MAR 2009
... members. There are also modules covering simple money tips on saving, to transition to retirement strategies and estate planning ideas. Members are able to access the new modules by logging in on the NGS Super website, and entering their membership number ...

Back to school for Sunsuper

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
... online school covers topics such as good debt, bad debt, investing in property to more complicated issues such as estate planning and maximising retirement savings. Besides the web-based financial literacy programs, the fund is also offering seminars ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
... local firms, Lowenhaupt Global Advisors Australia will provide independent advice on wealth transfer, taxation, estate planning and probate, investment portfolio allocation, business structuring and strategic philanthropy. Black will work closely with ...

Zurich urges superannuation reform

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
... certain - super still confounds whitepaper found complex superannuation legislation is causing retirement and estate planning problems for certain beneficiary groups. The report found people that aren't the member's spouse or child may not receive the ...

WealthBuilder targets generational clients

RUTH LIEW  |  THURSDAY, 23 OCT 2008
IOOF has created WealthBuilder - a multigenerational investment bond targeted towards investors focussed on estate planning and medium to long term savings. According to Renato Mota, general manager investor solutions at IOOF, estate planning provides ...