Search Results | Showing 51 - 60 of 292 results for "Estate Planning" |
| | ... number of wealthy people who don't have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as organised ... |
| | | ... away and pay for the end-of-life care they endured. Australian Unity Trustees Legal Services national manager of estate planning Anna Hacker concurred, and said despite advertising around estate planning mostly connecting the practice with retirees ... |
| | | ... year, providing advice on all topics, both inside and outside of super such as budgeting, wealth creation and estate planning. The partnership with Midwinter is a part of that rebrand, with BUSSQ selecting Midwinter in mid-2017 because of its ability ... |
| | | ... provide technical support to financial advisers, which included superannuation, self-managed super fund, taxation, estate planning, social security and aged care. Australian Unity general manager of licensee services John Carnevale said Chu brings 14 ... |
| | | ... ensure superannuation is being used to increase individuals' income in retirement and not for tax minimisation or estate planning purposes, non-concessional contributions amounts are limited per financial year and general transfer balance caps limiting ... |
| | | ... looking to take Leda's message to more high schools as well as establish referral partnerships with accountants, estate planning lawyers and other relevant service providers. In 2019, he hopes Leda will have gained the scale to employ a full-time ... |
| | | ... family office BMFA Group has committed to invest $34 million in this fund. BMFA Group offers wealth management, estate planning, insurance, and capital funding and commercial loans to high-net-worth (HNW) executives, professionals and entrepreneurs in ... |
| | | ... next-generation HNW investor dumping them for a competitor. The most popular answer was to involve HNW heirs during estate planning. About one quarter of wealth managers surveyed voted this as the most important factor in retaining the next generation ... |
| | | ... example, McMullen said, and other critical areas must be considered. This includes cash flows, investments and estate planning issues. Advisers would have many clients who are in pre-retiree on retirement phase and will need assistance with aged care ... |
| | | ... with Sargon." The AET private trust business, which IOOF is retaining, provides private client trustee services, estate planning and compensation trusts. Sargon chief executive Phillip Kingston welcomed said there was a complementary fit between Sargon ... |
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