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Showing 81 - 90 of 112 results for "Wealth transfer"

Trustee Partners crosses the ditch

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... industry and demographic trends, including increasing household wealth and growing demand for intergenerational wealth transfer solutions," Trustee Partners managing director Phillip Kingston said. "Complectus is a high-quality business with a talented ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. New GlobalData research shows while millionaires represent just 0.2% of the world's population, they hold over ...

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
... with the tools to meet clients' needs in estate planning as Australia enters into a period of inter-generational wealth transfer. "The demand for estate planning is rapidly growing and advisers will need to come up to speed if they wish to remain current ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... investment bonds' already comprehensive structural benefits and view the feature as an impressive intergenerational wealth transfer tool." Australian Unity general manager of life and super Matt Walsh said the upgrade follows a strong year for the bond ...

HLB Mann Judd expands in WA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... planning, financial health checks, wealth creation strategies, financial structure advice and intergeneration wealth transfer.

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... money because they're going to live longer - that's just the reality. We will all be dealing with women as the wealth transfer happens with baby boomers."

Internal restructuring hits EQT profits

ALEX BURKE  |  FRIDAY, 2 SEP 2016
... changes, increasing the demand for wealth protection and wealth transition services. "Australia's intergenerational wealth transfer is expected to be more than $80 billion per year by 2030, increasing the need for trusted and independent services."

Budget big picture

ALEX DUNNIN  |  TUESDAY, 3 MAY 2016
A budget deficit of $40 billion on its way down to just $6 billion in four years masks a massive 29% increase in tax revenue over the forward estimates, pointing to why Treasurer Scott Morrison has had to go after high-end superannuants and multi-nationals. ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
... portfolio management and administration, tax, accounting and superannuation, succession planning and intergenerational wealth transfer, asset protection and family office strategy, governance and operations.

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
... providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings potential compared with men. Alexis ...