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Showing 71 - 80 of 290 results for "Estate planning"

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna Hacker said charitable giving is a conversation ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... decades as mature age Australians pass on their wealth to the next generation of family members," he said. The estate planning conversation should commence as soon as practicable with clients and must be customised to suit their financial and personal ...

SMSFs grappling with super changes

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... members and advisers are still coming to grips with the impact of the legislative changes in certain areas such as estate planning and death benefits. Death benefits, which are a complex issue, have been made even more complex and while the transfer ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
This time of year is an ideal time to seek estate planning advice to ensure wills are up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert. Equity Trustees estate planning lawyer Stephanie Smith ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australian same-sex couples can legally marry from today and financial advisers are being reminded of the estate planning challenges this historic occasion may trigger for clients. While the ability to legally wed brings considerable benefits as a result ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded funds (ETF) experts from the likes of BlackRock iShares, State ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

SMSF platform strengthens distribution team

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... finance industry. "We deliver the ability to create trusts in real time, along with solutions for company formation, estate planning, retirement and ASIC corporate compliance," she said. "Earlier this year, we partnered with View Legal, extend our services ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... advisers should have access to the same information as their client's doctor if they are to implement adequate estate planning and wealth protection strategies. "New clients often turn up thinking we're only there to discuss how many zeroes they have ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
... of release at the time of the original member's death. While this is creating a degree of uncertainty from an estate planning point of view, a number of industry participants are currently seeking further clarification on the issue," Howard said.