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Showing 331 - 337 of 337 results for "Estate Planning"

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 ...

Tips for TAPs from BT

... planners should consider, Smith said, are the risk profile of the underlying investments; the term of the product; estate planning options and longevity risk amongst others. "While Term Allocated Pensions can offer significant benefits, they would be ...

AFA launches estate planning programme

The Association of Financial Advisers (AFA) has introduced an estate planning programme in conjunction with the Australian College of Financial Services. AFA president Robin Yates said many Australians did not plan for death and its impact on loved ...

Wattle administrators sentenced

... relate to nine investors who lost approximately $321,000 invested in the Wattle scheme. Mackay & Allen operated an estate planning business from offices in Queen Street Brisbane and administered small superannuation funds on behalf of clients. The company ...

FPA launches free advice 'hotline'-for one day only

... Planners (CFPs) will be available to answer questions on all aspects of financial planning including investment, estate planning, superannuation, budgeting and savings plans, retirement planning, shares, loans and mortgages," Breakspear said. "This year ...