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Showing 71 - 80 of 80 results for %22Intergenerational wealth%22

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... trusts are once again proving popular thanks to their ability to offer benefits in wealth accumulation and intergenerational wealth transfer, despite the uncertainty around its tax rules. "It is true there has been a hardening of attitude by the Tax ...

Planners unprepared for second stage clients

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... retirement where they are getting reliant on other services and ultimately this leads to estate planning and intergenerational transfer of wealth and the potential for a whole new set of clients who are the beneficiaries of that estate." "Planners are ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... evident. "In the short term, we see a great opportunity to enhance this business by concentrating on the intergenerational wealth transfer market among existing client family clusters," he said. The Trust Company reported operating net profit after tax ...

IFSA and Deloitte launch Future Leaders award

COMPANY RELEASE  |  MONDAY, 1 MAR 2010
... faced by the financial services sector impact all Australians. These include those pressing issues raised in the intergenerational report and the challenges posed by needing to integrate changing environmental, social and governance factors in the investment ...

Population explosion to reshape wealth and pension

MICHELLE BALTAZAR  |  FRIDAY, 18 SEP 2009
... Institute for Population Ageing Research, the Treasurer said the government plans to release the much-anticipated Intergenerational Report, the third one, before the 2010-11 Budget. "The larger projected population poses a whole raft of policy challenges ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
... will provide integrated family office services to Australian individuals and families seeking to manage intergenerational wealth," said the firm. Partnering with local firms, Lowenhaupt Global Advisors Australia will provide independent advice on wealth ...

Philanthropy gets a boost at GSJBW

RUTH LIEW  |  TUESDAY, 22 JAN 2008
... an overall wealth management strategy that integrates their financial planning, estate planning, and intergenerational wealth transfer objectives. The firm also has a charitable endowment fund designed to help investors establish an endowment for charitable ...

Budget super changes not for low budgets

... and reduced, and eventually abolished," she said. Referring to how the government can achieve the aims of the "Intergenerational Report" commissioned two years ago now, Corboy explained, "If you channel tax cuts by way of a 1 per cent reduction in the ...

Actuary urges policies to deal with inter-generational pressures

... with the government and industry to refine and development policy to deal with these issues. "The government's Intergenerational Report has already alerted us to the dramatically increased impact of our ageing population on health financing and retirement ...

Sharp reduction in inheritance wealth despite rise in per capita income: AMP

... research - released by AMP - has revealed. Although the next two decades will see nearly $70 billion of intergenerational wealth changing hands, changing lifestyles and attitudes of older people, coupled with a diminishing bequest ethic, meant many baby ...
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