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Showing 301 - 310 of 334 results for "Estate Planning"

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 ...

ATO approves ING monthly life payouts

CHRIS NICHOLLS  |  MONDAY, 7 MAY 2007
... breakthrough for advisers and clients who want to manage the distribution of benefits to dependents and safeguard their estate planning. "This ruling provides clarity for advisers and their clients that benefits paid as installments will remain tax exempt. ...

Simpler super needs complex planning

ALEX DUNNIN  |  THURSDAY, 19 APR 2007
... taxable and untaxable components," said Anderson. The new environment also means planners need to examine the estate planning impacts of their recommendations. "Depending on a client's age, it may be better to withdraw money and recontribute it." But ...

Arnheim Gillard's new advisory service targets HIP managers

CHRIS NICHOLLS  |  MONDAY, 16 APR 2007
... will provide advice on key issues such as debt structuring and management, risk management, superannuation and estate planning, Arnheim Gillard managing director, Mr Rick Arnheim, said the group's extensive work with such clients, including many senior ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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