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Showing 351 - 360 of 423 results for "Generations"

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
Financial education for younger generations from families of wealth should be a separate issue from wealth transfer planning and deserves to be treated as such. That's the message from Andrew Hewison, director and private client adviser at boutique ...

Generations split on what causes sleepless nights

MARK STORY  |  WEDNESDAY, 8 AUG 2012
Research from superannuation fund Sunsuper revealed that the financial nightmares experienced by different generations reflect where they are at within their respective life stages. But what unites the generations, said Sunsuper's general manager, customer ...

Cormann criticises trust reform delay

MELANIE TIMBRELL  |  MONDAY, 30 JUL 2012
... Australia. "We need a comprehensive, integrated review of trust tax law for something robust enough to serve future generations. We want something people can understand, where compliance is relatively straightforward and that offers efficiency savings ...

Gen Y leans away from SMSF cash holdings

MELANIE TIMBRELL  |  TUESDAY, 24 JUL 2012
... favouring a higher portion of their portfolio in equities with lower cash balances. That's one of the findings of The SMSF Generations Report released today by Macquarie Bank and the SMSF Professionals' Association of Australia (SPAA). The report finds ...

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
... Private, said the survey highlights the individuality of each SFO, which evolves to reflect the needs of different generations of a particular family. Kenny Foo, head of wealth advisory group of J.P. Morgan Private Bank Asia told Hong-Kong based magazine ...

FS Private Wealth launches

RACHEL DAVIS  |  TUESDAY, 29 MAY 2012
... such as those of the Fairfax, Albert and Myer families are now managing the investment needs of the fifth and sixth generations, the majority of Australian family offices are new, created by the first generation within the past 20 years," he said. Even ...

Perpetual Private names new group exec

MELANIE TIMBRELL  |  MONDAY, 21 MAY 2012
... someone of Mark's considerable experience to lead the team," said Perpetual chief executive Geoff Lloyd. "For many generations Perpetual has advised financially successful Australians on their personal and philanthropic endeavours, helping them realise ...

Industry rejects changes to super tax

MELANIE TIMBRELL  |  MONDAY, 23 APR 2012
... changes would trade small short term gains for this Budget for massive long term costs for future budgets and future generations," said John Brogden, chief executive of the Financial Services Council. "Retirees have had their super affected during the ...

Forum: Women Driving Change

MELANIE TIMBRELL  |  THURSDAY, 8 MAR 2012
... but they offer potential to fast track the remedy of gender imbalance in senior corporate positions for subsequent generations. That was a key message derived from yesterday's Women Driving Change forum, organised by Sequential Project Services. Figures ...

Lowenhaupt Global Advisors names executive director

RACHEL DAVIS  |  FRIDAY, 2 MAR 2012
... Advisors in the United States to help individuals and families to preserve, grow and transfer significant wealth across generations. Partnering with local firms, LGAA provides independent investment advisory, tax and estate planning, risk management ...