Search Results | Showing 61 - 70 of 292 results for "Estate Planning" |
| | ... cryptocurrency assets are driving financial advisers to reconsider the advice process, particularly when it comes to estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" ... |
| | | The soaring costs of funerals is an area financial advisers must factor into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker ... |
| | | ... superannuation, risk management and asset protection, investment and portfolio administration, business risk insurance, estate planning and retirement planning. |
| | | A solicitor who witnessed a client's estate planning documents before they had been signed by the testator or donor recently copped a $3000 fine and escaped being struck off the Roll. Martin Dubler is on the Supreme Court of New South Wales Roll ... |
| | | Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from ... |
| | | ... successfully changed," he said. "Ensuring safeguards are in place so that money goes where it's intended is a big part of estate planning. "This means careful financial structuring to protect the transfer of wealth from one generation to the next." Glinac ... |
| | | ... they capitalise on investments while overseas. Expatme services cover immigration, tax and accounting, finance, estate planning, property investment, property management, investment management and asset protection. |
| | | ... but were still charged a fee, Hodge said. Perkovic explained the review was a chance to revisit clients' SOAs, estate planning needs and objectives for the year. This is a flat fee ranging from $1500 to $21,600 per year, she said, emphasising the amount ... |
| | | ... there's an increase it will likely be a small one, about 10%," Chew said. He added such an increase could affect estate planning strategies, especially impacting the payment of death benefits to non-dependants. What this would effectively do is tighten ... |
| | | ... productivity and software. He drove change in the several of the bank's advice areas including SMSFs, aged care and estate planning, his new employer said. While working for CBA, Jaja also contributed to embedding legislative reform in the bank's advice ... |
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