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Showing 311 - 320 of 334 results for "Estate Planning"

Adviser confidence way up: ING

CHRIS NICHOLLS  |  THURSDAY, 5 APR 2007
... unique opportunity to communicate the value of financial advice on a broader range of services, including risk and estate planning, maximising savings or planning for a child's education." The survey also found that more advisers think they will be remunerated ...

Bad will hunting

An estate planning expert has warned that the simpler super legislation effective July this year magnifies a number of estate planning traps and urged those aged 50 or over to review their will and adjust it according to the new super rules. Trust's ...

Philanthropy takes centre stage: Trust

... decided to establish a charity fund that will provide assistance to the children of Beaconsfield, they turned to estate planning and philanthropy specialist, Trust. Russell and Webb initially thought they should set up a prescribed private fund (PPF) ...

Investec measures value of advice

... portfolio do their advice add value, from their stock-picking and tactical asset allocation through to superannuation, estate planning and efficient tax strategies. "We stick our hand up to say whether the [portfolio] performance is from us or from the ...

Reverse mortgages better than starvation

ALEX DUNNIN  |  FRIDAY, 3 NOV 2006
... mortgage to anyone unless they have had financial advice. "We do that because of the social security, tax and estate planning issues."

Bluestone crossing the Tasman for NZ equity release

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
... security of knowing the maximum balance of their loan in 10, 20 or 30 years time, providing more certainly around estate planning," McGuinness said.

Magnitude opens up to private wealth

... catering for self-managed super funds (SMSFs), providing strategic advice and working closely with lawyers for estate planning. "The main investment vehicles used to implement our advice are wholesale managed funds and Managed Share Portfolios (IMAs ...

CBA takes private banking upmarket

WWW.THESHEET.COM  |  FRIDAY, 8 SEP 2006
... "There are still lots of people who keep their wealth to themselves. We want to play a role helping them sort out estate planning, business succession and other issues."

Perpetual adds to Canberra private client team

KATE HAGE  |  WEDNESDAY, 30 AUG 2006
... clients operations in Canberra offer services including financial advice, fiduciary and taxation services and estate planning. Heins said the team differentiate themselves and their services by offering a wholly in-house model rather than outsourcing. ...

Fiducian adds advisers SMSF course

KATE HAGE  |  WEDNESDAY, 12 JUL 2006
... advisers will complete the course which covers technicalities including: the rules around trustee responsibilities; estate planning and investment restrictions and rules. Andrews said the course is being added to advisers' existing PS146 training in ...