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Showing 31 - 40 of 48 results for "Tax planning"

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON | WEDNESDAY, 19 APR 2017

... financial planner since 2008, advises on superannuation, retirement strategies, personal/business risk protection, tax planning and portfolio management. Likewise, Marasea Partners founder David Marasea said his firm aspires to help others achieve their ...

Advice rated excellent: MLC survey

KARREN VERGARA | MONDAY, 10 APR 2017

... minimise it. More than 70% however, have received no guidance on savings, investments, superannuation, retirement or tax planning over the past two years; 90% have not received advice on financing their children's education despite fast-rising school ...

Employee share scheme reforms to boost start-ups

ALEX DUNNIN | FRIDAY, 5 JUN 2015

... employees granted shares in the company they were employed by to defer their tax liabilities up to 10 years and then use tax planning to exploit a range of qualifying conditions to in effect choose when to pay tax and at what rate, she said. The 2009 ...

Family offices returned 9% in 2013

MARK SMITH | FRIDAY, 26 SEP 2014

... functions. The report also showed family offices of developed countries outsourcing specialised services, such as tax planning. The above market average return was attributed to substantial holdings of developed-market equities and real estate, which ...

NAB enters SIV market with 21 compliant funds

MARK SMITH | THURSDAY, 12 DEC 2013

... presents, and our experts stand ready to advise prospective investors on wealth creation and asset allocation, as well as tax planning, accountancy and even real estate," Mentis added. NAB said that with more than 40 years' experience and close to 500 ...

Midwinter voted the planners choice

ELISE BURGESS | TUESDAY, 23 AUG 2011

... across ten service elements, including scenario modelling, production of complex plans, constructing portfolios, tax planning and speed. Midwinter reported 2011 saw the best year for overall market share growth, up 4% to 15%, with its software platform ...

Budget 2011: minor investors cut short

ELISE BURGESS | WEDNESDAY, 11 MAY 2011

... are orphans or disabled and compensation payments and inheritances received by minors. The move is targeting the tax planning opportunity that people previously had to direct funds to minors to benefit from the tax offset. "This measure will reduce the ...

HUB24 wins Sentry mandate

COMPANY RELEASE | MONDAY, 12 APR 2010

... facility with a select group of planners who provide highly specialised services to high net worth clients, as the tax planning advantages of utilising a UMA will maximise the worth and style of the administration platform," said Hills. "Furthermore ...

AFA supports PIS strategy

PRESS RELEASE | TUESDAY, 28 APR 2009

... to the fact that financial advice is only about superannuation, but comprehensive advice includes debt management, tax planning and investments. "In the long term this argument is doing the Australian community a disservice because it creates a negative ...

XPLAN tops planners' list

RUTH LIEW | TUESDAY, 3 MAR 2009

... management, and client reviews. They were also top for summarising client financial status, fact finding, modeling and tax planning and risk research. "In the current economic climate, advisers are seeking simplicity and efficiency, and are strongly ...

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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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