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Showing 41 - 50 of 337 results for "Estate Planning"

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... catalyst to open the lines of communication with their children on important wealth matters, such as inheritance and estate planning. It may even empower them to support their children financially, which we know from AMP's previous research they're ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... in a declining engagement rate with investment advisers - particularly in the areas of pension strategies and estate planning - to a "record low" showcased in the 2024 Vanguard/Investment Trends SMSF Investor Report. Complying to the ATO's technological ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... meetings is necessary. Robertson says advisers add substantial value by sitting with clients, solicitors, and estate planning lawyers to determine "what can we give away now" particularly in this current economic environment. "We've all got sophisticated ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... they need help with tax and retirement strategies. They want advice on SMSF pension strategies, inheritance and estate planning, tax planning, and changes in regulations. "These findings continue to signal the opportunities that financial advisers have ...

ANZ transfers Will bank to Equity Trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July. Equity Trustees will have one of the largest Will banks in the country as a result of the move, adding to the sizeable ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... Brisbane's Cleveland, Blue Harbour was established in 2002 and specialises in superannuation, retirement, and estate planning. Cook recently told sister publication FS Advice why he's a strong advocate for guiding the next generation of advisers, having ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... method. A slew of costs to consider include accommodation payments, daily care fees, tax, social security, and estate planning services. "Strategic and financially complex aged care advice is increasingly provided to older Australians by unlicensed and ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... community last year that also includes providing access to Islamic pensions, financial advice and retirement and estate planning. Islam said the Islamic SMSF worked on several different levels. Firstly, because buying property in Australia, particularly ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... he has worked since 1993. He specialises in advising on tax, superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial advisers, lawyers, and others help clients deal with these ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... non-retail investment opportunities. In addition, they require consolidated reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning, private banking and commercial finance, trustee ...