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|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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.|
|... 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 manage ...|
|... experience in finance. She joins Allianz Retire+ from Equity Trustees, where she was responsible for distributing estate planning and trustee services to licensees and financial advisers. Prior to that, Orrell had roles with Zurich Investments and BT ...|
|... growth targets for the new fiscal year." Hejaz also provides Islamic compliant financial advice, accounting, estate planning and tax services. The company is set to expand their offering in the next 12 months to include real estate, insurance and legal ...|
|... years, the research has highlighted the areas of unmet advice for SMSF trustees, she said. Pension strategies, estate planning and identifying undervalued assets were the top areas SMSF members grappled with. Tax planning, investment strategy and asset ...|
|... oversees and administers superannuation funds as its core business." The SAF also provides reliable and accessible estate planning, Rutter said. "Members can rely on the trustee to carry out and pay their death benefits according to their instructions. ...|
|... Trustees. Sakellaris said: "Two key areas of strategic growth for Australian Unity Trustees are philanthropy and estate planning and Sally will focus on both, as she builds and maintains relationships with lawyers, financial advisers, private bankers ...|
Early Release of Super payments surged around $7 billion in the first week of July, according to Treasury estimates, but this may not be a reason to panic.
Funds from IOOF, Vanguard and Fiducian figure among the top-five performers among wholesale funds, in the latest Rainmaker Information tables to May end.
Pengana Capital's national sales manager for private banking and wealth has left the firm after more than five years, setting his eyes on a new life in sunny Queensland.
In a new paper from Actuaries Institute, Anthony Asher argues financial advice can be made cheaper if the Australian Taxation Office (ATO) provides some of the data necessary for good advice.
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