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Showing 61 - 70 of 74 results for "Wills"

Up, down or sideways

BENJAMIN ONG  |  MONDAY, 2 MAY 2011
... expected a royal wedding back then either. Anyways, here are the stats. One Australian dollar was buying US$1.0968 on Kate and Wills wedding day, up 81.7 per cent from US$0.6036 back in October 2008. It's soared by 73.8 per cent against the royal pound ...

Trust advocates long-term staff incentives

MICHELLE BALTAZAR  |  WEDNESDAY, 28 APR 2010
... said. He added they want to reward staff as the company moves to deepen relationships with the 30,000 clients who have their wills managed by Trust. The company also looks after more than $1 billion in assets on behalf of families who have entrusted ...

Top 30

BENJAMIN ONG  |  TUESDAY, 1 DEC 2009
... Swiss Re, Zurich According to the Financial Times, the FSB will ask these institutions "to start drawing up so-called living wills - documents outlining how each bank could be wound up in the event of a crisis...over the six to nine months." Call me ...

Adviser education bar too low

RUTH LIEW  |  FRIDAY, 31 JUL 2009
... especially for young hopefuls looking to enter the industry, said a panel of advisers. Brad Fox, a partner at Nixon Fox & Wills and a panelist at the AFA National Roadshow in Sydney on Wednesday, said the entire industry - and adviser clients - would ...

Mercer expands property and Aust eq

COMPANY RELEASE  |  FRIDAY, 6 MAR 2009
... Feeley. Meanwhile, Mercer has expanded its focus on real estate research, particularly in Asia. Mercer has appointed John Wills to the role of senior real estate researcher, Australia/ New Zealand, and Fred Tang, as senior real estate researcher, Hong ...

Planners to behave like CFOs

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
... expert at managing the client, understanding their financial needs. As needs come up, project managing those solutions acorss wills, trusts and life insurance." However, Mulcare said transitioning to this advice model had pricing and technology implications. ...

Ord Minnett adds to planning team

HAMISH MADDEN  |  TUESDAY, 26 JUN 2007
... planner, has run his own legal practice for more than 10 years specializing in estate planning, superannuation death benefits, wills, challenges to wills, deceased estates, trusts and business succession planning. Williams is currently chair of the Financial ...

Bad will hunting

... McMillan. The growth of the self-managed superannuation funds (SMSF) sector also increases the importance of drawing up proper wills. For example, individuals who have an SMSF may end up paying more tax or leave assets to the wrong beneficiary if they ...

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
... agreement Trust will offer individual personal and financial advice to Telstra Super members, including an offer of simple wills, estate planning, powers of attorney, total care and outsourced estate administration. Telstra Super Financial Planning general ...

Trust plan ahead for ageing population

... groups - a plan they recently announced at the FPA conference. Trust's newest recruit, in-house accredited specialist in wills and estates and lawyer, Jennifer McMillan, said Australians need to consider estate planning services to prevent leaving their ...