Search Results | Showing 71 - 80 of 337 results for "Estate Planning" |
| | | ... enhance the advice they can provide in relation to SMSF compliance, preparing deeds of ratification/rectification, estate planning and other death benefit issues." He added that he believes it will reduce the cost of providing advice, benefiting cons ... |
| | | | ... was established in 2012. As well as family group advice, Hillross Montefiore provides self-managed super fund, estate planning, retirement, and small business advice. Montefiore said the unique opportunity to combine an established high-net-worth financial ... |
| | | | ... five advisers. The firm has offices in Kotara, Maitland, and Lambton, and specialises in retirement planning, estate planning, and aged care. AZ NGA chief executive Paul Barrett said this transaction marks the group's foray into the NSW Hunter Region ... |
| | | | ... related to getting older to be successful in future. This was top of the list of things to brush up on, followed by estate planning (62%), investment management (57%), behavioural finance (55%) and coaching (43%). These findings relate closely to another ... |
| | | | ... partner, having joined KPMG two years ago. She is currently the head of self-managed superannuation funds and estate planning for KPMG Enterprise. Dolan has spent more than 25 years advising private clients on the legislative application and strategic ... |
| | | | ... They also don't incur capital gains tax when the ownership of the bond is changed; issuers often pitch them as estate planning structures that are faster and more effective than Wills. Platinum's competitor Magellan Asset Management also recently signed ... |
| | | | ... to female advisers, which canvassed 400 US advisers, revealed that female CFPs tend to give more retirement and estate planning advice compared to male professionals. The research comes off the back of the CFP Board wanting more women to enter the profession ... |
| | | | ... Institute (GFPI), which was established in September 2019, provides educational resources such as tax, retirement and estate planning for advisers to help clients whose financial lives cross borders. Co-founder and executive director Ashley Murphy, who ... |
| | | | ... several partnerships over the years; HUB24, Count Financial and Macquarie are some examples. In 2018, it added an estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will ... |
| | | | AIA Australia has joined forces with a digital estate planning and asset protection service Your Wills. AIA customers can access the service later in the year, creating their Wills online in nine steps. AIA Australia chief executive and managing director ... |
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