Search Results | Showing 11 - 20 of 292 results for "Estate planning" |
| | ... education bonds is the variety of ways it can be used and the flexibility it provides, including tax benefits, estate planning and generational transfer of wealth capabilities." "Families can access funds at any time and can use it to claim anything ... |
| | | ... invariably feature in a superannuation system, it's not the purpose of superannuation to have a tax preferred estate planning mechanism. "We've got a crisis of funding in aged care and at the same time we've got one-third of the value of superannuation ... |
| | | ... investment bonds to prepare for a variety of key life events, such as education, housing, health and aged care, and estate planning and we look forward to working with Insignia to ensure a smooth transition for IOOF policyholders," Kerr said. The life ... |
| | | ... sector]," Kerr said. "We need aged care in the room, we need trustees that help people do their estate management and estate planning. We need other investment options outside super to play a role and then we need to untangle this incredibly complex ... |
| | | ... firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive Hugh Humphrey, the transaction is reflective of Count's "disciplined execution ... |
| | | ... tax-effective rate between 12-15% through optimised structures. Investment bonds can also offer greater liquidity and estate planning benefits compared to super. According to Hackett, when it comes to accessing funds in super, there are restrictions ... |
| | | ... in areas such as budgeting and cashflow management, debt, superannuation, tax, Centrelink, retirement planning, estate planning and aged care, Desktop Broker found. Additionally, advisers are increasing the provision of financial education, goal setting ... |
| | | ... as cross-subsidising a piece of advice that we wouldn't necessarily see as simple," she said. Centrelink, estate planning, a partner's circumstances are among the many factors that must be considered. "We would argue that that's not simple. ... |
| | | ... largest holds over $400 million in assets. "If the objective of super is to provide a tax-preferred means for estate planning, you could say it is doing its job," he said. Jones explained the concessional taxation of funds like these has a real cost ... |
| | | ... Researchers. Generation Life took out the Overall Investment Bond Excellence Award, also recognised with the Bond - Estate Planning Award, Bond - Child Policy Award and Funeral Bond Award. Meanwhile, AIA received the Investment Bond Award and Futurity ... |
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