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Showing 331 - 340 of 690 results for "Children"

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... she put a few global and domestic robo-advisers to the test by giving each the same simplistic target: to pay her young children's private school fees. Every robo asked for a country of origin; only one asked for a tax bracket - but what was "scary" ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... arise over time. The strategy also allows for an additional bucket should investors wish to provide an endowment for children. "Retirees can leverage increases in interest rates and inflation to their benefit. The genius of Staggered Annuitisation is ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... empowered and as if they are able influence the world around them. "One of the issues clients face is how they keep their children and grandchildren motivated, engaged, and non-entitled citizens," Myer Family Company head of investment advice Shane McGarry ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... little more than 10 years from now, for the first time in Australian history, there will be more senior citizens than children," Florian said. "We had a baby boom, we're in for a death boom, an ageing boom, a retirement boom, a dementia boom and we are ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... Australian couple can maximise their money to pay for the following: Six additional years of private education for two children, 32 years of trauma cover and a family holiday every year until retirement. Sunsuper head of advice and retail distribution ...

Kokoda revisited: The AFA journey

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... defence force veterans on the Kokoda Trail. The group connected with Legacy Australia in Papua New Guinea, which includes children of fallen defence force personnel and current serving members. The defence force personnel on the trek were funded through ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... stream. Some trustees will favourably consider a request to pay income streams, but others will not pay income streams to children. Death benefit income streams generally become accessible to a child when they reach age 18, while a testamentary trust ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ...

Intergenerational business succession failing: Report

KARREN VERGARA  |  FRIDAY, 29 SEP 2017
... report noted a majority (70%) of the transitions fail and few (5%) businesses survive into a fourth generation. Once the children take over, there is often a breakdown in communication and trust (60%), while one-in-four fail because heirs are inadequately ...

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... counsellor to your clients on probably the most important thing in their life - which is their financial wellbeing and their children's financial wellbeing," Douglass said. "I'd argue that if you think of your business as a model where you are really ...