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Showing 61 - 70 of 79 results for "Inheritance"

Wealthy parents fear kids can't handle family fortune

MARK SMITH  |  THURSDAY, 29 AUG 2013
Almost three-fifths of wealthy parents lack confidence in their children's ability to handle a large financial inheritance, according to a recent survey from Bank of America private wealth subsidiary U.S. Trust. The private bank asked 711 Americans ...

PIMCO chief John Wilson hangs up his boots

MARK SMITH  |  MONDAY, 20 MAY 2013
... services." Studying for a master's degree in history, Wilson said he was interested in exploring Australia's sociological inheritance and wanted to devote more time to it. He said he also has tickets for the Lions rugby tour and even has plans to play ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... choosing an adequate facility, seeking social security benefits, administrating assets and dealing with the will and inheritance issues. "Advisers must realise that there is an opportunity to connect not just with their clients but also with the clients' ...

Decouple next-gen education from estate planning conversation

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... private client adviser at boutique firm Hewison Private Wealth. "It's all very well to potentially wind up with an inheritance or that ongoing transfer of wealth, but the education process needs to begin much earlier," Hewison said whose firm holds regular ...

SMSF body moves against super death tax

ALISON BEVEGE  |  TUESDAY, 26 JUL 2011
... in late-stage SMSFs as the more liquid investments are sold down over time. Real estate that is passed on through inheritance is also capital gains tax free, subject to some restrictions, if it is outside an SMSF. But under the new draft ruling beneficiaries ...

Budget 2011: minor investors cut short

ELISE BURGESS  |  WEDNESDAY, 11 MAY 2011
Investments on behalf of minors may now be cut short after the federal budget has shut down minor access to the Low Income Tax Offset (LITO). As part of the budget, minors, children under the age of 18, will no longer be able to access the LITO to reduce ...

China's HNWs hold $1.2tr

ALEX DUNNIN  |  WEDNESDAY, 11 MAY 2011
... generation wealthy individuals. This suggests economic stability and providing for their children's education and inheritance are their major objectives, they said. Foreign wealth managers seeking to access this capital should develop partnerships with ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... and licensee select, Neil Younger, said at the firm's annual conference last month that the transfer of wealth or inheritance from the Baby Boomer generation and their parents to their children and grandchildren over the next two decades could be the ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... said two megatrends can make or break a planner's business in the future. One is the massive transfer of wealth, or inheritance, from the Baby Boomer generation and their parents to their children and grandchildren over the next two decades. According ...

Is super sexist?

MICHAEL HOBBS  |  MONDAY, 8 DEC 2008
... super when arranging financial settlements. The article also encourages women to consider using their tax return or inheritance to add to their super. David Arnold, individuum boss, said the article was part of the super fund's strategy to publish informative ...