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Showing 321 - 330 of 334 results for "Estate Planning"

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 ...

Practice management important for advisers

... management issues including when and how to sell advice, business development, building revenue streams for risk, estate planning and debt, developing strategic alliances, identifying the right clients and utilising technology in practice efficiency. ...

Government announces review into small superannuation funds

... 'RBL compression', prudential concerns about small funds providing defined benefit pensions and their use for estate planning purposes that was not available to other superannuation fund members. The review will adopt these worries as part of its terms ...

Moores Legal beefs up estate planning business

Through its merger with boutique law firm SJQ, Moores legal aims to extend its services into estate planning. The merger will take place from 1 January 2005. "We have always believed that estate planning involves broader considerations than just wills ...