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Showing 21 - 30 of 36 results for "Intergenerational wealth"

Trustee Partners crosses the ditch

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... favourable industry and demographic trends, including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Trustee Partners managing director Phillip Kingston said. "Complectus is a high-quality business with ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. New GlobalData research shows while millionaires represent just 0.2% of the world's population, they ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... an investment bonds' already comprehensive structural benefits and view the feature as an impressive intergenerational wealth transfer tool." Australian Unity general manager of life and super Matt Walsh said the upgrade follows a strong year for the ...

Internal restructuring hits EQT profits

ALEX BURKE  |  FRIDAY, 2 SEP 2016
... demographic changes, increasing the demand for wealth protection and wealth transition services. "Australia's intergenerational wealth transfer is expected to be more than $80 billion per year by 2030, increasing the need for trusted and independent ...

Budget big picture

ALEX DUNNIN  |  TUESDAY, 3 MAY 2016
... non-concessional contributions intended to limit the potential for people to use superannuation for shadow intergenerational wealth transfers. Despite these claw-backs the government still expects to raise $501 billion in 2019-20, an amount five times ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
... portfolio management and administration, tax, accounting and superannuation, succession planning and intergenerational wealth transfer, asset protection and family office strategy, governance and operations.

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
... to providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings potential compared with men. ...

La Trobe Financial appoints head of institutional mandates

STAFF WRITER  |  MONDAY, 17 NOV 2014
... This quarter, the group has developed a new mortgage product suite in response to the twin challenges of intergenerational wealth transfer and housing affordability in the country. Called parent-to-child (P2C), it is a loan facility that - as the name ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... advantages over SMSFs that shouldn't be ignored." Hutton said that these include asset protection options; intergenerational wealth transfer; no limit on contributions to the trust, and the ability to increase capital. Family trusts also allow income ...

Family offices returned 9% in 2013

MARK SMITH  |  FRIDAY, 26 SEP 2014
... in private wealth. The Global Family Office Report 2014, published in partnership with UBS, found that intergenerational wealth management was the most important objective of family offices, followed by the consolidation of accounting and tax functions. ...