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Showing 41 - 50 of 63 results for "intergenerational wealth transfer"

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... to be the 'Bank of Mum and Dad' and provide financial support to their children. But intergenerational wealth transfer needs to be responsible. Boomers must make sure their own needs are met before trying to assist their loved ones," Funder said. ...

Aussies unprepared for wealth transfer

ALLY SELBY  |  MONDAY, 9 DEC 2019
Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... HNWIs and UHNWIs. Morgan said this includes developing optimal investment strategies, managing intergenerational wealth transfer efficiently and diversifying into non-traditional investments and asset classes.

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... About 11% thought strong portfolio performance would keep the client money sticky through the intergenerational wealth transfer. Employing a young adviser base was the most important was of heir retention for only 9% of wealth managers. Offering a sophisticated ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... clients who are in pre-retiree on retirement phase and will need assistance with aged care and intergenerational wealth transfer at some point, he said. For advisers who haven't given this much thought, this presents an opportunity to provide advice ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... demanding their inheritance sooner rather than later. "We are on the threshold of the largest intergenerational wealth transfer in history with some estimating it could be as high as $3 trillion that will change hands over the coming decades as mature ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... perspective on the multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded funds (ETF) experts from the likes of BlackRock ...

Trustee Partners recruits ahead of opening NZ office

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... industry and demographic trends including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Kingston said. "New Zealand is an emerging entrepreneurial hub with great business leaders and innovators who punch ...

Why advisers should revisit death benefits

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... death benefits reinforce the idea that super is not a vehicle for extensive estate planning or intergenerational wealth transfer. The additional complexity these rules introduce will likely create a potential minefield for clients when reviewing estate ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
... objectives at its intended investment term; for example, to meet a long-dated endowment or an intergenerational wealth transfer. Alternatively, investment bond nominations, like superannuation nominations, can operate to directly distribute investment ...