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Showing 61 - 70 of 80 results for %22Intergenerational wealth%22

Super's objective needs to get personal

DARREN SNYDER  |  TUESDAY, 12 APR 2016
... process also allows an opportunity to remove superannuation policy from the annual budget cycle by tying it to the Intergenerational Report. Industry consultant KPMG supports a shift in policy focus from wealth accumulation "to ensuring super helps to ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
... portfolio management and administration, tax, accounting and superannuation, succession planning and intergenerational wealth transfer, asset protection and family office strategy, governance and operations.

The importance of Asian trade agreements

GREG O'NEILL, PRESIDENT AND CHIEF EXECUTIVE, LA TROBE  |  MONDAY, 9 NOV 2015

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
... to providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings potential compared with men. ...

Older workers are the future

MARK SMITH  |  WEDNESDAY, 5 AUG 2015
... Minister for Financial Services and Superannuation Bernie Ripoll. The Member for Oxley highlighted figures from the Intergenerational Report which showed that by 2055, 40,000 Australians will live to 100 - nine times higher than today. There will also ...

La Trobe Financial appoints head of institutional mandates

STAFF WRITER  |  MONDAY, 17 NOV 2014
... This quarter, the group has developed a new mortgage product suite in response to the twin challenges of intergenerational wealth transfer and housing affordability in the country. Called parent-to-child (P2C), it is a loan facility that - as the name ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... advantages over SMSFs that shouldn't be ignored." Hutton said that these include asset protection options; intergenerational wealth transfer; no limit on contributions to the trust, and the ability to increase capital. Family trusts also allow income ...

Family offices returned 9% in 2013

MARK SMITH  |  FRIDAY, 26 SEP 2014
... in private wealth. The Global Family Office Report 2014, published in partnership with UBS, found that intergenerational wealth management was the most important objective of family offices, followed by the consolidation of accounting and tax functions. ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... attractions of partnerships with businesses that have been offering services such as estate planning and intergenerational wealth transfer over many decades," he said. Rimmer has 20 years' experience in superannuation, financial planning and insurance ...

Australia doesn't need a SWF

ALEX DUNNIN  |  TUESDAY, 21 FEB 2012
... Future Fund, Australia's de facto sovereign wealth fund, far from being a fiscally responsible way to rebalance intergenerational equity, is economically flawed. The reasoning behind the fund being flawed is that money deposited into it comes from money ...