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Showing 301 - 310 of 337 results for "Estate Planning"

Tax offsets for fin advice

RUTH LIEW  |  WEDNESDAY, 9 APR 2008
... generation of income, but not for initial financial plans and upfront advice, some ongoing advice, super advice and estate planning advice. There's an opportunity to improve access by making more forms of financial advice a tax deductible expense," said ...

FPA to offer Life Risk course

... program, Life Risk Advice, which will commence in the second half of the year. Other programs in the pipeline are Estate Planning and Self Managed Superannuation Fund advice. Michelle Baltazar

Philanthropy gets a boost at GSJBW

RUTH LIEW  |  TUESDAY, 22 JAN 2008
... interest in philanthropy into an overall wealth management strategy that integrates their financial planning, estate planning, and intergenerational wealth transfer objectives. The firm also has a charitable endowment fund designed to help investors ...

Mercer opens new TAP

CHRIS NICHOLLS  |  THURSDAY, 18 OCT 2007
... financial advice was especially important for pre-retirees, as they needed to deal with social security, insurance, estate planning and superannuation, and despite the Federal Government's extensive advertising, many had not grasped the full extent of ...

Calliva gives SMSFs direct property route

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
... and provides particular benefits for small business owners looking to protect their retirement future and pursue estate planning opportunities." Calliva was established in 2003 and manages over $130 million in assets.

King doubles size after buying spree

MICHAEL HOBBS  |  FRIDAY, 14 SEP 2007
... our service and offer to clients," he said. The acquisitions also bring new skills to King Financial Services in estate planning, self-managed superannuation and investment implementation, he added. John Saint, head of advisor solutions of ipac, said ...

AMP SignatureSuper gets personal

ALEX DUNNIN, MICHAEL HOBBS  |  TUESDAY, 4 SEP 2007
... income stream from their superannuation while still working," Healy said. The Personal Allocated Pension allows estate planning with beneficiaries of death payments payable from the account. The corporate master trust option is the latest offering in ...

Wizard founder builds Yellow Brick Road

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
... The company will focus on after-tax returns, offering advice, accounting, wealth management and insurance and estate planning, as well as stockbroking and direct packaged investments. Bouris said the business was a continuation of his original goal with ...

Call for papers

... management, practice management, superannuation and retirement planning, risk and insurance, taxation planning and estate planning. The Journal of Investment Strategy publishes papers on financial economics, investment and finance, corporate governance ...

Ord Minnett adds to planning team

HAMISH MADDEN  |  TUESDAY, 26 JUN 2007
... lawyer and certified financial planner, has run his own legal practice for more than 10 years specializing in estate planning, superannuation death benefits, wills, challenges to wills, deceased estates, trusts and business succession planning. Williams ...