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Search ResultsShowing 1 - 10 of 100+ results for "Estate Planning"
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
... 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 ...
Allianz Retire+ bolsters distribution team
ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... 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 ...
Hejaz climbs Islamic fund ladder
KRISTI CHENG  |  THURSDAY, 29 AUG 2019
... 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 ...
Advisers struggle with untapped SMSF market
KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... 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 ...
Sargon launches SMSF alternative
JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
... 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. ...
Australian Unity creates new partnerships role
ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... 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 ...
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