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Showing 41 - 50 of 108 results for "Estates"

Super funds countdown to Royal Commission

KARREN VERGARA | MONDAY, 9 JUL 2018

... them "to look after their clients." Aboriginal people have issues with identification, thus accessing super or deceased estates becomes an issue, Bowden said. The fourth round also heard about how life and funeral insurance providers mis-sold products ...

UniSuper appoints executive manager from HESTA

ALEX BURKE | TUESDAY, 19 JUN 2018

... people executive. Prior to that she was chief human resources officer at AIA, global talent director at Treasury Wine Estates and vice president human resources, Asia-Pacific at GlaxoSmithKline. "We're pleased to welcome Julie to our team. Her enthusiasm ...

Australian Unity Trustees signs tech partnership

JAMIE WILLIAMSON | MONDAY, 4 JUN 2018

... wide range of assets and complex tax structures will enhance customer service experience particularly for the trusts and estates market," he said. Implementation of the platform will commence later this year. Earlier this year, Bravura's Garradin ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON | MONDAY, 27 NOV 2017

... have changed to a degree where their existing estate plans are no longer appropriate. Australian Unity Trustees wills and estates accredited specialist Anna Hacker explained that statutory wills, approved by the relevant Supreme Court and signed on behalf ...

Digital assets overlooked in estate planning

KARREN VERGARA | WEDNESDAY, 4 OCT 2017

... or disability of key people. The report also noted legislative reform which allows fiduciaries (executors of deceased estates) to manage a decedent's digital assets has been enacted in most US states but not in Australia. In the US, individuals can't ...

EQT eyes global expansion

KARREN VERGARA | MONDAY, 28 AUG 2017

... management and administration rose by 11% to $9.4 billion reflecting the acquisition of the Sandhurst Trustees' trust and estates business during the year. EQT paid fully franked of dividends 36 cents per share; its share price at publication time was ...

MyState advice arm grows

JAMIE WILLIAMSON | FRIDAY, 18 AUG 2017

... million to $778 million at the end of the year." In contrast however, trustee services revenue was down as a result of fewer estates under administration. "We consider that our trustee business has stabilised and, with renewed focus on writing new wills ...

ASIC and CBA discussing potential advice problem

EMMA RAPAPORT | TUESDAY, 15 AUG 2017

... details of a new notification to ASIC that it may not have sent official insurance cancellation notices to numerous deceased estates. "At this stage, the number of customers impacted is expected to be below 1000," CBA said. "We are currently undertaking ...

Former politician to chair Equity Trustees

JAMIE WILLIAMSON | MONDAY, 14 AUG 2017

... and positioning it to thrive in its markets. He has overseen major acquisitions including the ANZ Trustees and Sandhurst estates and trusts business and established a strong and stable leadership team." In addition to serving on the board of EQT, Kennett ...

Labor cracks down on discretionary trusts

KARREN VERGARA | MONDAY, 31 JUL 2017

... trusts, and under a Labor government will not be taxed like companies, he added. Non-discretionary trusts such as deceased estates, special disability, farm, charitable and fixed trusts will not be affected. He added the proposed policy is building on ...

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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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