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Showing 81 - 90 of 549 results for %22Estate Planning%22

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
... Management offers investment and retirement services, with plans for further expansion in the future with the addition of estate, tax optimisation and financial planning services. Fidelity said the wealth management arm aims to bring flexibility so customers ...

Real estate investor chief retires

ELIZA BAVIN  |  FRIDAY, 18 DEC 2020
... This has been tested as much this year by COVID-19 as it was back in 1998 when we saw an opportunity to start-up a real estate business that put people first," Weightman said. "I'm proud that Cromwell has come through the pandemic and is continuing to ...

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 ...

ASIC drags Evans Dixon to court

KANIKA SOOD  |  FRIDAY, 4 SEP 2020
... heels of a tough year for Evans Dixon, which included job cuts, leadership changes and troubles with its American real estate fund and a statutory loss of $30 million. In its FY20 results, it said its funds management business will stop seeding new real ...

Cbus pledges net zero emissions

ANNABELLE DICKSON  |  MONDAY, 31 AUG 2020
... understand companies that are at risk of being stranded and consistently ranks highly in the international Global Real Estate Sustainability Benchmark. The roadmap will develop pathways to achieve portfolio targets for each asset class including equities. ...

Land tax, not stamp duty: Report

JAMIE WILLIAMSON  |  FRIDAY, 3 JUL 2020
... tax on land would be the more equitable approach to funding government services, ensuring the beneficiary pays. The Real Estate Institute of Australia welcomed the call for reform, saying: "Taxes are one of the factors determining investment in housing ...

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 ...

Short consultation window for stamping fee exemption

HARRISON WORLEY  |  FRIDAY, 5 JUN 2020
... investment companies and listed investment trusts. However, the exemption will be retained for trading companies, real estate investment trusts and listed infrastructure entities. Late last month, the government decided to extend the ban on conflicted ...