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Showing 51 - 60 of 95 results for "Inheritance"

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA | WEDNESDAY, 14 FEB 2018

... Zervides says financial advisers shouldn't dismiss the growing trend where upcoming generations are demanding their inheritance sooner rather than later. "We are on the threshold of the largest intergenerational wealth transfer in history with some estimating ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON | THURSDAY, 19 OCT 2017

... their estate plans whenever they experience a significant financial event. Major acquisitions or losses, including inheritance or insurance payouts, business dealings and investments, employment entitlements and superannuation arrangements can all have ...

No longer doing it for the kids

JAMIE WILLIAMSON | TUESDAY, 3 OCT 2017

Leaving an inheritance for children is no longer a priority for retirees although seeking out financial advice to help navigate retirement is of high importance. Latest research from Challenger and National Seniors Australia shows 3% of over-50s intend ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON | MONDAY, 18 SEP 2017

... balance growth, just 7% of SMSF households have specifically planned to leave money in the pool for the purpose of inheritance, down from about 20% in the previous financial year. On average they plan to leave $780,000 - less than the overall balance ...

Baby boomers lag on retirement planning

JAMIE WILLIAMSON | THURSDAY, 15 JUN 2017

... responsibility to fund retirement will be solely their own, almost half believe they will be able to rely on a family inheritance for long-term support and a further 40% are anticipating contributions from children will play a significant role. The majority ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON | TUESDAY, 6 JUN 2017

... assets, they often also take the funds they need for their lifestyle and aged care, along with their dignity and the inheritance they plan to leave loved ones, resulting in the final insult - inheritance being stolen or taken as well," McGowan said. ...

Insurance counteracting ageing population risks

KARREN VERGARA | FRIDAY, 19 MAY 2017

... Japan, China and Australia's pension systems shows governments bear the cost (60%) of funding income, healthcare and inheritance for people aged 65 and over. This is followed by a reliance on savings (25%) and the help of family (10%). Insurance on the ...

Wealth transfer poses advice business risk

ALEX BURKE | FRIDAY, 28 APR 2017

While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

Insurance bonds meeting retirement income demand

ALEX BURKE | TUESDAY, 10 JAN 2017

... profile and ad-hoc access to lump sums. To illustrate, Austock Life used the case study of a 65-year-old with a $650,000 inheritance looking for a 20-year income stream of $40,000 per annum. The first $400,000 was put into an annuity earning 2.5% and ...

Treasurer flags super cap exemptions

DARREN SNYDER | FRIDAY, 19 AUG 2016

Treasurer Scott Morrison has flagged that lottery wins and inheritances are unlikely to be included as exemptions around the $500,000 cap on post-tax superannuation contributions. Speaking with Sky News yesterday, Morrison said although inheritances ...

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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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