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Showing 1 - 10 of 17 results for "Australian Unity Trustees"

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... charitable giving conversations with clients, although more than a third want to embed it in the near future. Australian Unity Trustees executive general manager Emma Sakellaris says discussing clients' philanthropic objectives should be a key component ...

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
Australian Unity Trustees has recruited from Equity Trustees to fill the newly-created position of head of partnerships. Sally Fenemor is taking on the new role, joining from Equity Trustees where she was most recently national business development ...

Choice outweighs balance for women

KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... empowering women to make choices to live a financially secure and fulfilling life. This is according to Australian Unity Trustees general manager Emma Sakellaris, who says that achieving balance can be "extremely difficult" for women. Years spent away ...

Wills are an afterthought for the rich: Lawyer

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as organised in their estate planning despite ...

Early financial advice prevents worries at the end

HARRISON WORLEY  |  MONDAY, 14 JAN 2019
... resources to care for their families after they pass away and pay for the end-of-life care they endured. Australian Unity Trustees Legal Services national manager of estate planning Anna Hacker concurred, and said despite advertising around estate planning ...

Crypto exchange enters superannuation market

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... financial advisers to reconsider the advice process, particularly when it comes to estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. She says ...

Soaring funeral costs require adviser airtime

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker, Sydney is the most expensive place for a funeral service. Hacker's experience ...

Australian Unity Trustees signs tech partnership

JAMIE WILLIAMSON  |  MONDAY, 4 JUN 2018
... Unity inked a deal with a major wealth management software provider to fortify its trustee business. Australian Unity Trustees has selected Bravura Solutions' Garradin platform to provide its core operating system. The implementation of Garradin is a ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... of bitcoin, ethereum and native (BKT) tokens for its services. Financial Standard recently spoke to Australian Unity Trustees national manager, estate planning Anna Hacker about the implications of the global explosion of crypto investments on estate ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. She ...
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