Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 311 - 320 of 339 results for "estate planning"

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 ...

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."