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Showing 81 - 90 of 337 results for "Estate Planning"

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... Kelly in Newstead, Queensland. It advises high-net-worth clients including discretionary investment management, estate planning, insurance advice and superannuation services. "In Connectus, we have found a partner that understands our business and is ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
... client portals to facilitate digital onboarding. Family office and other specialised services like trusts and estate planning, valuation and insurance are also included, along with resources for talent management, compliance, finance, IT, operations ...

IOOF abandons AET sale

KANIKA SOOD  |  FRIDAY, 4 DEC 2020
... underlying NPAT in 2018. IOOF retained the corporate trust business, which provides private client trustee services, estate planning and compensation trusts.

Confusion over retirement income objectives

KARREN VERGARA  |  FRIDAY, 20 NOV 2020
... Having adequate income to support living standards in retirement is not "building wealth per se or facilitating estate planning". It is about providing a safety net so that older Australians achieve a minimum standard of living in retirement and avoid ...

Life insurers recognised for innovation

KARREN VERGARA  |  TUESDAY, 3 NOV 2020
... Tools and Calculators Award. Generation Life is the winner of the Overall Investment Bond Excellence Award, Bond Estate Planning Award and Bond Child Policy Award. Australian Unity's FuneralPlan Bond won the Funeral Bond Award; it also took home ...

VicSuper disputes fee hike claim

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
... range of in-house advice and support services to assist them with their more complex financial needs, including estate planning and aged care advice," the funds said. "Both First State Super and VicSuper strongly believe in the important role financial ...

It's not you, it's quarantine

ELIZA BAVIN  |  THURSDAY, 9 APR 2020
... and it is during this time they need to start getting the paperwork prepared. Anna Hacker, national manager of estate planning at Australian Unity, said most people don't realise that up until the time the divorce is finalised their partner is still ...

Politician urges Treasurer to protect advisers

ELIZABETH MCARTHUR  |  FRIDAY, 22 NOV 2019
... not participate in areas covered in the new courses such as financial markets, financial products, Centrelink, estate planning and tax." She said the group of her constituents have expressed concern over the recommendation from the Royal Commission that ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... SUPERCentral's main business is helping with legal documentation for SMSFs, via financial advisers. It also does estate planning and wealth management compliance documentation. Its legal team has seven people.

Stanford Brown eyes expansion

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... to spin out money management, with almost none managing money themselves 10 years from now. But it does not see estate planning and legal coming together. It advises on $1.5 billion in investments, only half of which is now managed through active man ...