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Showing 51 - 60 of 334 results for "estate planning"

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 ...

Investment bonds offer refuge amid super changes

ANDREW MCKEAN  |  WEDNESDAY, 8 MAR 2023
... tax-effective rate between 12-15% through optimised structures. Investment bonds can also offer greater liquidity and estate planning benefits compared to super. According to Hackett, when it comes to accessing funds in super, there are restrictions ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... in areas such as budgeting and cashflow management, debt, superannuation, tax, Centrelink, retirement planning, estate planning and aged care, Desktop Broker found. Additionally, advisers are increasing the provision of financial education, goal setting ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... as cross-subsidising a piece of advice that we wouldn't necessarily see as simple," she said. Centrelink, estate planning, a partner's circumstances are among the many factors that must be considered. "We would argue that that's not simple. ...