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Showing 321 - 330 of 337 results for "Estate Planning"

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 ...

Budget reforms exacerbate risks for Gen L: Asteron

KATE HAGE  |  TUESDAY, 13 JUN 2006
... workers." "We don't want to add complexity but it opens up opportunities for creative product development and estate planning," Biti said. Asteron's chief operating officer for corporate and distribution, Brett Himbury, said they are broadening their ...

Super Budget benefits all around: AXA

HAMISH MADDEN  |  THURSDAY, 11 MAY 2006
... with fewer taxes, a whole new scope of retirement and estate management has been opened up. "Superannuation as an estate planning vehicle has now been encouraged," Semple said. Although there were a raft of positives to emanate from the Budget, in the ...

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
... will offer individual personal and financial advice to Telstra Super members, including an offer of simple wills, estate planning, powers of attorney, total care and outsourced estate administration. Telstra Super Financial Planning general manager ...

Trust plan ahead for ageing population

Focusing upon estate planning may seem morbid but it can also prevent a number of problems as people approach retirement, in the event of their death and even from the grave. This is the message that is being presented by Trust, who have recently launched ...

Trust appoints head of estate planning

Financial services provider Trust Company of Australia (Trust) has appointed a new head of its Estate Planning ahead of the launch of its new estate planning service. Jennifer McMillan, a lawyer, specialist in wills and estates and former senior associate ...

Mercer grows advisory team

... will be responsible for providing services covering investment strategies, self-managed superannuation funds, and estate planning to the firms top clients. Carey is a Certified Financial Planner, and a member of the Institute of Chartered Accountants ...

Australian Wealth Management posts modest debut results

... Andrew Barnes the company was ahead of where it expected to be and would focus on growth in wealth management and estate planning industries to meet its full year profit forecasts. "We certainly are optimistic about the prospects of the business going ...