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Showing 71 - 80 of 95 results for "Inheritance"

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... in order to meet their goals. The research also found they would like advice on pension and investment strategies, inheritance and estate planning."

AMP launches goals-based investment site

STAFF WRITER  |  THURSDAY, 19 MAR 2015
... client need; for example, achieving a certain level of monthly income, going on holidays every few years or leaving an inheritance." He added: "Many advisers already use this approach and we want to make it easier for them to have conversations with ...

Super only 35% of retirement nest egg

LAURA MILLAN  |  WEDNESDAY, 18 FEB 2015
... "Australians are looking to options they are more familiar and comfortable with, including savings, property and even inheritance money, to make up the remaining bulk of their retirement income." Savings make up 11.6% of the retirement nest egg, followed ...

ASIC lowers wholesale investor threshold to $2.5 million

LAURA MILLAN  |  MONDAY, 11 AUG 2014
... literacy is suitable in some cases but not in others." As an example, he mentioned that "individuals who suddenly acquire inheritance money or superannuation lump sums could be placed in a position where they might be legally classified as sophisticated ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... average, up from $2,000 last year the 2014 SMSF Planner Report revealed. The most common areas of unmet advice were inheritance and estate planning (27%), Age Pension and other entitlements (27%) and SMSF pension strategies (24%). These figures coincide ...

Family office model attractive to feuding families

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
... invest the cash generated from a liquidity event such as the sale of a family business, the result of a significant inheritance and/or built up over time from cash flows from a trading business. A The purpose of the family office is to preserve and protect ...

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 ...