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Showing 51 - 60 of 337 results for "Estate Planning"

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... well as estrangement, divorce or separation, and blended families. "People often have limited knowledge about estate planning, which can make it challenging for them to make informed decisions. There is much uncertainty when it comes to retirement savings ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... superannuation, insurance, asset protection, tax planning, government support benefits, aged care, retirement planning and estate planning. Interestingly, Source Wealth will also specialise in divorce and personal injury advice services. "Goals-based ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... Silvy said. "The low-cost and tax-effective nature of investment bonds means they can play an important role in estate planning and wealth transfer."

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... million bracket. Despite a reticence to seek guidance, HNWIs acknowledged "a need for advice" with inheritance and estate planning, intergenerational advice, and aged care ranking. Praemium said the need for advice in these areas is now at its highest ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... clarity for advisers and trustees, and importantly provide clarity with regards to death benefit payments for estate planning purposes." Williams added that NowInfinity is committed to supporting accountants, lawyers, and other financial professionals ...

Foresters Financial launches tax-effective education bond

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
... education bonds is the variety of ways it can be used and the flexibility it provides, including tax benefits, estate planning and generational transfer of wealth capabilities." "Families can access funds at any time and can use it to claim anything ...

Should wealthy Aussies use super to fund aged care?

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... invariably feature in a superannuation system, it's not the purpose of superannuation to have a tax preferred estate planning mechanism. "We've got a crisis of funding in aged care and at the same time we've got one-third of the value of superannuation ...

Insignia offloads investment bonds unit

KARREN VERGARA  |  MONDAY, 24 JUL 2023
... investment bonds to prepare for a variety of key life events, such as education, housing, health and aged care, and estate planning and we look forward to working with Insignia to ensure a smooth transition for IOOF policyholders," Kerr said. The life ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... sector]," Kerr said. "We need aged care in the room, we need trustees that help people do their estate management and estate planning. We need other investment options outside super to play a role and then we need to untangle this incredibly complex ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive Hugh Humphrey, the transaction is reflective of Count's "disciplined execution ...