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Showing 31 - 40 of 339 results for "estate planning"

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 ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... advisers to consider investment bonds as alternative to other investment structures due to the tax arbitrage and vast estate planning benefits," Hackett added. Further, Hackett said the business will continue to look at different channels to boost its ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Melbourne-based Stantins Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice to support the needs ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered HNWs, up from 635,000 last year ...