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Showing 11 - 20 of 333 results for "estate planning"

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
... established in 2003 and provides financial services around superannuation, life insurance, retirement planning, estate planning and wealth creation. The ownership of FFA's AFSL changed in 2023 following the sale of the shares in the business when the ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... provides a wide range of bespoke wealth management solutions, including personalised investment strategies, tax and estate planning, second-generation advice, philanthropy, and private client advisory services. "We are thrilled to welcome Garth and Cathy ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
... and mortgage and loans (33% and 27%). AdviceTech Stars were, however, found to have lower outsourcing numbers in estate planning (37% and 39%). However, speaking to Financial Standard recently, Akambo managing director Joe Akiki observed that Australian ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... and funding clauses, inadequate insurance coverage vs the business valuation and a lack of up-to-date wills and estate planning," the report said. Additionally, one in three practices admitted that they do not have good management systems or well-documented ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... Fellow Chartered Financial Practitioner (FChFP) designation, but the FAAA is now seeking education providers in estate planning, retirement, money therapy, self-managed superannuation funds (SMSFs), and responsible investing. Applications are open until ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... translates to higher revenue per client. "HNW clients typically require full-service advice across investments, tax, estate planning, and risk management - all of which contribute to deeper and more profitable relationships," he said. HNW clients also ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... Mercury offers a range of financial services from investment advice, asset protection, tax structuring, succession, estate planning and philanthropy to high-net-worth individuals. Ironbark head of private wealth Jason Harwood said the acquisition was ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... administration, taxes, choosing what to invest in, and then personal considerations such as retirement income needs and estate planning," Smith said. The research found that advised SMSFs are more likely to report advice gaps around intergenerational ...

Rest details internal program to reform death benefit processes

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... under the age of 30. The spokesperson said these members are less likely to access financial advice or engage in estate planning, and just 4% have a binding death benefit nomination in place. "This can add time and complexity to our death benefit claims ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... He has over 30 years of experience in financial advice, including technical advice on superannuation, taxation, estate planning and social security entitlements, professional standards and advice. During his 25 years at Macquarie Bank, Barrett held various ...