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Showing 31 - 40 of 95 results for "Inheritance"

HNWs shunning professional advice: Research

CHLOE WALKER | TUESDAY, 20 SEP 2022

... private wealth clients). The report states that key areas that HNWs would like better or more advice are in relation to inheritance and estate planning; strategies to reduce tax obligations, retirement planning and investment strategy reviews. HNWs expect ...

Are Australia's wealthiest tight-fisted?

ANDREW MCKEAN | MONDAY, 29 AUG 2022

... year on year." The report suggests that as high net wealth grows, more ideas for compulsory giving (for example, an inheritance tax) could be put forward to add considerable resources to the charitable sector.

UK advice firm enters Australia

JAMIE WILLIAMSON | WEDNESDAY, 23 MAR 2022

... track of your finances back in the UK, namely, savings such as pensions and investments, and tax liabilities such as inheritance and capital gains tax," Skybound said. "Many UK expats in Australia have savings back home that are either dormant or no ...

Intergenerational transfer hits $1.5tn

KARREN VERGARA | TUESDAY, 7 DEC 2021

... their inheritances - but did not do so wisely to overcome inflation. In real inflation-adjusted terms, each $1 of inheritance increased household wealth by $10 three years later, but only $0.90 some four to seven years later. The Productivity Commission ...

Pre-retirees worry about political risks: Survey

KARREN VERGARA | TUESDAY, 7 DEC 2021

... When bequeathing assets, over half (53%) pass on their superannuation. The family home is the main asset passed on as inheritance for the majority (80%) followed by non-super investments (62%). Conversely, a separate study by Challenger found women ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA | WEDNESDAY, 1 DEC 2021

... can also help ensure that retirees consume their portfolios efficiently. For retirees with no interest in leaving an inheritance, for example, but instead aiming to consume their entire portfolios during their own lifetimes, flexible strategies provide ...

APRA hones in on post-retirement products

KARREN VERGARA | TUESDAY, 23 NOV 2021

APRA is adamant that retirement income products will not suffer the same fate as income protection insurance as it looks to tighten its belt in regulating the post-retirement phase. The prudential regulator's deputy chair Helen Rowell spoke of the ...

Inheritance not expected: Research

ELIZABETH MCARTHUR | FRIDAY, 2 JUL 2021

... has revealed that the younger generation wants their parents to enjoy their retirement, and they don't feel owed an inheritance. It turns out, the younger generation are not particularly money hungry - even supporting an inheritance tax. According to ...

Chief economist update: How do you solve a problem like Australia's housing?

BENJAMIN ONG | WEDNESDAY, 16 JUN 2021

... sons (three) and daughter (and her husband) would have to wait until my number's up to get their hands on their inheritance and use it as deposits for a piece of Australian soil. That or, like in Italy, they'll be forever living with my wife ...

Generational wealth gap continues to widen

ELIZABETH MCARTHUR | WEDNESDAY, 19 MAY 2021

... of the things that drive up the price of housing in Australia. And the intergenerational transfer of wealth through inheritance will not fix these problems, both speakers said. First, most people receiving inheritances are over the age of 60. Second ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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