Search Results | Showing 61 - 70 of 337 results for "Estate Planning" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... largest holds over $400 million in assets. "If the objective of super is to provide a tax-preferred means for estate planning, you could say it is doing its job," he said. Jones explained the concessional taxation of funds like these has a real cost ... |
| | | | ... Researchers. Generation Life took out the Overall Investment Bond Excellence Award, also recognised with the Bond - Estate Planning Award, Bond - Child Policy Award and Funeral Bond Award. Meanwhile, AIA received the Investment Bond Award and Futurity ... |
| | | | ... life-long goals, while in challenging circumstances, adding value through cases of trauma, illness, financial crises, estate planning, and death. The report shows that an adviser's contribution to the success of their client's wealth building ... |
| | | | ... The report states that key areas that HNWs would like better or more advice are in relation to inheritance and estate planning; strategies to reduce tax obligations, retirement planning and investment strategy reviews. HNWs expect to pass down $1,950 ... |
| | | | ... performance of the share market. It added that investors can expect regular, guaranteed annual payments as well as cover estate planning by nominating beneficiaries. Challenger's chief customer officer Stuart Kingham said the offering is potentially ... |
| | | | ... real needs for advice" and advisers must align a service that matches changing needs. That could be in aged care, estate planning, philanthropy or dealing with Centrelink. While advisers may not provide all the solutions, they are ideally placed to facilitate ... |
| | | | ... informative and entertaining manner," Hamilton said. "Since joining the board in 2019, his extensive client work in estate planning, administration and disputes, and all forms of superannuation tax, has enabled him to bring a fresh perspective to our ... |
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