Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 333 results for "Estate planning"

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... said the corporatised structure, dedicated management team, and a range of specialist capabilities in aged care, estate planning and life insurance advice that are on offer will steer the business forward. "As a small business, Rob and I do a bit of ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... impose any obligation on superannuation trustees to provide advice on key areas of retirement to consumers, like, estate planning, aged care, and the Age Pension, including the Home Equity Access Scheme. She noted that funds have little commercial incentive ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... technical reference and guides across superannuation, tax, self-managed super funds, aged care, social security and estate planning. Members will also benefit from resources to CFS FirstTech podcast, webinars, monthly bulletins and fact sheets. The enhancement ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... engagement. "This extra flexibility and control can manifest itself in many ways including investment flexibility, estate planning flexibility and the ability to structure the fund in a way which best suits the needs of fund members," Burgess said.

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... according to a statement from Viola. "His approach includes working with external advisers across philanthropy, estate planning, and consulting, further enhancing the firm's ability to deliver bespoke solutions tailored to each family's unique vision ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
Invest Blue - part of Ironbark Group - has announced the acquisition of wealth protection and estate planning provider Lambert Group. Lambert Group has a client portfolio of 700 families, coupled with a strong referral network and an experienced team ...

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... Burgess said. "This extra flexibility and control can manifest itself in many ways including investment flexibility, estate planning flexibility and the ability to structure the fund in a way which best suits the needs of fund members." He has however ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have to collaborate with ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... leadership level. Griffiths has a sophisticated background in legislative compliance, retirement income streams and estate planning. He added: "I have always greatly valued the association's role in the superannuation and broader financial advisory sector ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... Mann said, in response, discussions with clients were restructured to cover all essential elements, including estate planning - where intergenerational connections naturally begin. "That's the way we are approaching bringing in the next generation and ...